+3,288.3%
URI vs BB
+325.9%
+2,962.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.2% | -1.9% |
| 7D | -6.0% | +11.6% | -17.6% | -7.8% |
| 30D | +4.6% | +2.6% | +2.0% | +3.7% |
| 3M | -2.7% | +3.5% | -6.2% | -4.1% |
| 6M | +18.4% | +43.5% | -25.1% | +8.5% |
| YTD | +37.4% | +141.2% | -103.8% | +14.4% |
| 1Y | +30.4% | +97.4% | -67.0% | +12.1% |
| 3Y | +147.9% | +151.1% | -3.2% | +94.9% |
| 5Y | +202.1% | -12.8% | +214.9% | +174.8% |
| 10Y | +1,182.4% | +27.5% | +1,155.0% | +828.8% |
| All | +3,288.3% | +325.9% | +2,962.3% | +1,885.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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