+212.4%
URI vs AU
+688.4%
-476.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.6% | +0.7% | +1.3% |
| 7D | +5.0% | +0.6% | +4.3% | +4.9% |
| 30D | -9.4% | +12.3% | -21.7% | -10.5% |
| 3M | -5.8% | +29.4% | -35.2% | -8.3% |
| 6M | +25.8% | +3.2% | +22.6% | +24.4% |
| YTD | +27.9% | +31.8% | -3.9% | +23.5% |
| 1Y | +9.7% | +83.4% | -73.7% | +2.9% |
| 3Y | +128.0% | +623.1% | -495.1% | +81.5% |
| 5Y | +212.4% | +700.5% | -488.1% | +153.9% |
| All | +212.4% | +688.4% | -476.0% | +153.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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