+3,226.4%
URI vs AU
+653.8%
+2,572.7%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -2.0% | +6.1% | +4.4% |
| 7D | +2.6% | +4.7% | -2.1% | +2.0% |
| 30D | +9.1% | -1.5% | +10.6% | +9.1% |
| 3M | +1.0% | -5.0% | +6.0% | +1.2% |
| 6M | +23.3% | -13.5% | +36.9% | +24.3% |
| YTD | +43.3% | +11.7% | +31.6% | +39.0% |
| 1Y | +35.9% | +21.3% | +14.6% | +30.4% |
| 3Y | +158.6% | +545.0% | -386.3% | +96.9% |
| 5Y | +213.1% | +412.0% | -198.8% | +138.5% |
| 10Y | +1,213.1% | +899.1% | +314.0% | +743.7% |
| All | +3,226.4% | +653.8% | +2,572.7% | +2,256.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling