+179.2%
URI vs BAX
-63.7%
+242.8%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.5% | +0.6% | +1.0% |
| 7D | -9.8% | +12.1% | -21.9% | -12.5% |
| 30D | +1.7% | +7.6% | -5.8% | -0.4% |
| 3M | -9.1% | -4.5% | -4.6% | -8.3% |
| 6M | +9.9% | +52.0% | -42.2% | -3.1% |
| YTD | +31.2% | +35.1% | -3.9% | +18.3% |
| 1Y | +25.9% | +43.7% | -17.8% | +11.5% |
| 3Y | +147.4% | -20.9% | +168.3% | +151.9% |
| All | +179.2% | -63.7% | +242.8% | +243.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling