+147.4%
URI vs ARWR
+105.6%
+41.8%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.2% | -0.1% | +0.9% |
| 7D | -9.8% | -2.9% | -6.9% | -9.4% |
| 30D | +1.7% | -5.4% | +7.1% | +2.6% |
| 3M | -9.1% | -32.2% | +23.2% | -3.9% |
| 6M | +9.9% | -26.5% | +36.4% | +13.9% |
| YTD | +31.2% | -12.4% | +43.6% | +31.2% |
| 1Y | +25.9% | +46.9% | -20.9% | +14.0% |
| 3Y | +147.4% | +116.0% | +31.4% | +91.9% |
| All | +147.4% | +105.6% | +41.8% | +91.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling