+199.3%
URI vs ARWR
-40.7%
+240.0%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | -15.3% | +22.2% | +9.5% |
| 7D | -4.0% | -17.3% | +13.3% | -1.2% |
| 30D | +6.8% | -21.5% | +28.3% | +10.9% |
| 3M | -2.8% | -43.8% | +41.0% | +6.7% |
| 6M | +20.9% | -32.3% | +53.1% | +27.2% |
| YTD | +40.2% | -25.8% | +66.1% | +43.8% |
| 1Y | +34.1% | +25.5% | +8.6% | +22.6% |
| 3Y | +164.1% | +84.1% | +80.0% | +103.5% |
| 5Y | +199.3% | -39.2% | +238.6% | +155.0% |
| All | +199.3% | -40.7% | +240.0% | +155.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling