+1,182.4%
URI vs ARWR
+1,055.7%
+126.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -2.0% |
| 7D | -6.0% | -17.7% | +11.7% | -3.6% |
| 30D | +4.6% | -21.9% | +26.5% | +8.0% |
| 3M | -2.7% | -44.5% | +41.8% | +5.4% |
| 6M | +18.4% | -32.6% | +51.0% | +23.8% |
| YTD | +37.4% | -26.2% | +63.5% | +40.6% |
| 1Y | +30.4% | +23.0% | +7.4% | +22.3% |
| 3Y | +147.9% | +81.8% | +66.2% | +106.1% |
| 5Y | +202.1% | -36.0% | +238.1% | +178.1% |
| 10Y | +1,182.4% | +1,039.5% | +142.9% | +817.7% |
| All | +1,182.4% | +1,055.7% | +126.8% | +817.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling