+32.9%
URI vs ARWR
+59.7%
-26.9%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +3.6% | -7.9% | -4.6% |
| 7D | -4.3% | +2.4% | -6.7% | -4.5% |
| 30D | +4.6% | -1.1% | +5.7% | +4.7% |
| 3M | -2.1% | -31.2% | +29.1% | +0.7% |
| 6M | +21.9% | -19.3% | +41.2% | +23.1% |
| YTD | +39.7% | -7.1% | +46.8% | +38.3% |
| 1Y | +32.9% | +62.9% | -30.0% | +24.1% |
| All | +32.9% | +59.7% | -26.9% | +24.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded ARWR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling