+7,128.3%
URI vs ARWR
+194.7%
+6,933.7%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -6.8% | -0.3% | -7.0% |
| 7D | -12.9% | -5.0% | -7.9% | -12.9% |
| 30D | -3.4% | -6.6% | +3.2% | -3.3% |
| 3M | -10.0% | -33.9% | +23.9% | -9.6% |
| 6M | +12.2% | -23.3% | +35.5% | +12.5% |
| YTD | +29.8% | -13.5% | +43.2% | +29.8% |
| 1Y | +24.6% | +42.5% | -17.9% | +23.9% |
| 3Y | +137.6% | +104.1% | +33.5% | +134.2% |
| 5Y | +176.6% | -28.8% | +205.4% | +174.8% |
| 10Y | +1,402.6% | +911.6% | +490.9% | +1,351.1% |
| All | +7,128.3% | +194.7% | +6,933.7% | +6,224.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling