+32.9%
URI vs BBWI
+2.4%
+30.5%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +4.1% | -8.5% | -5.0% |
| 7D | -4.3% | +8.8% | -13.1% | -5.6% |
| 30D | +4.6% | +34.8% | -30.2% | +0.1% |
| 3M | -2.1% | +12.9% | -15.0% | -4.0% |
| 6M | +21.9% | +29.6% | -7.7% | +15.9% |
| YTD | +39.7% | +20.8% | +18.9% | +36.8% |
| 1Y | +32.9% | +4.1% | +28.8% | +31.0% |
| All | +32.9% | +2.4% | +30.5% | +31.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 1y: compounded portfolio wealth divided by compounded BBWI 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…
1y analysis · Full analysis span regression · 6 months rolling