+1,218.8%
URI vs BAX
-35.6%
+1,254.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +2.4% | +4.5% | +6.0% |
| 7D | -4.0% | +9.0% | -13.1% | -6.9% |
| 30D | +6.8% | +8.5% | -1.7% | +3.4% |
| 3M | -2.8% | -4.1% | +1.3% | -1.9% |
| 6M | +20.9% | +46.9% | -26.1% | +3.3% |
| YTD | +40.2% | +38.4% | +1.8% | +20.7% |
| 1Y | +34.1% | +47.0% | -12.9% | +12.6% |
| 3Y | +164.1% | -14.9% | +179.1% | +162.2% |
| 5Y | +199.3% | -62.5% | +261.8% | +322.3% |
| 10Y | +1,218.8% | -33.9% | +1,252.7% | +1,633.1% |
| All | +1,218.8% | -35.6% | +1,254.5% | +1,633.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 10y: compounded portfolio wealth divided by compounded BAX 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…
10y analysis · Full analysis span regression · 6 months rolling