+202.1%
URI vs AU
+436.5%
-234.4%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -5.6% | +3.5% | -1.5% |
| 7D | -6.0% | +15.3% | -21.3% | -7.3% |
| 30D | +4.6% | -0.3% | +4.9% | +4.5% |
| 3M | -2.7% | -2.9% | +0.2% | -2.7% |
| 6M | +18.4% | -10.7% | +29.1% | +18.9% |
| YTD | +37.4% | +14.0% | +23.4% | +33.9% |
| 1Y | +30.4% | +32.5% | -2.2% | +25.3% |
| 3Y | +147.9% | +557.9% | -410.0% | +95.0% |
| 5Y | +202.1% | +441.0% | -238.9% | +121.3% |
| All | +202.1% | +436.5% | -234.4% | +121.3% |
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