+209.5%
URI vs AZO
+71.5%
+138.0%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.4% | -1.5% | -1.2% |
| 7D | +9.3% | -1.7% | +11.0% | +9.9% |
| 30D | +7.6% | +12.4% | -4.8% | +3.3% |
| 3M | +1.0% | +6.8% | -5.7% | -1.4% |
| 6M | +19.8% | -4.6% | +24.5% | +20.9% |
| YTD | +41.9% | -4.1% | +46.0% | +42.1% |
| 1Y | +33.4% | -14.2% | +47.5% | +39.4% |
| 3Y | +156.0% | +20.3% | +135.7% | +122.2% |
| 5Y | +209.5% | +72.4% | +137.1% | +119.2% |
| All | +209.5% | +71.5% | +138.0% | +119.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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