+2,813.9%
URI vs AU
+793.6%
+2,020.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.3% | +3.9% | +1.9% |
| 7D | -2.0% | -3.6% | +1.7% | -1.5% |
| 30D | -12.9% | +23.9% | -36.8% | -15.3% |
| 3M | -6.7% | +19.1% | -25.8% | -9.1% |
| 6M | +19.0% | -0.2% | +19.2% | +17.8% |
| YTD | +25.5% | +32.5% | -6.9% | +19.6% |
| 1Y | +5.5% | +96.9% | -91.4% | -4.5% |
| 3Y | +111.3% | +614.7% | -503.4% | +58.8% |
| 5Y | +198.6% | +647.7% | -449.2% | +117.2% |
| 10Y | +1,179.9% | +679.2% | +500.7% | +755.1% |
| All | +2,813.9% | +793.6% | +2,020.3% | +1,927.5% |
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