+2,996.7%
URI vs BB
+258.8%
+2,737.9%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | -2.0% | -5.6% | +3.7% | -1.0% |
| 30D | -12.9% | -11.8% | -1.1% | -11.2% |
| 3M | -6.7% | -25.5% | +18.8% | -3.2% |
| 6M | +19.0% | +121.3% | -102.3% | +1.2% |
| YTD | +25.5% | +103.2% | -77.6% | +8.4% |
| 1Y | +5.5% | +102.6% | -97.1% | -9.4% |
| 3Y | +111.3% | +37.5% | +73.8% | +84.2% |
| 5Y | +198.6% | -30.4% | +229.0% | +183.1% |
| 10Y | +1,179.9% | 0.0% | +1,179.9% | +871.9% |
| All | +2,996.7% | +258.8% | +2,737.9% | +1,780.8% |
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