+212.4%
URI vs AZO
+86.9%
+125.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.4% | +2.7% | +1.8% |
| 7D | +5.0% | -0.8% | +5.8% | +5.3% |
| 30D | -9.4% | -5.1% | -4.3% | -7.9% |
| 3M | -5.8% | -7.2% | +1.4% | -3.9% |
| 6M | +25.8% | -20.7% | +46.6% | +35.7% |
| YTD | +27.9% | -14.2% | +42.1% | +33.2% |
| 1Y | +9.7% | -32.2% | +41.9% | +25.4% |
| 3Y | +128.0% | +11.1% | +116.8% | +103.1% |
| 5Y | +212.4% | +87.6% | +124.8% | +106.2% |
| All | +212.4% | +86.9% | +125.5% | +106.2% |
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