+1,218.8%
URI vs BBWI
-41.3%
+1,260.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +1.9% | +5.0% | +6.3% |
| 7D | -4.0% | -6.2% | +2.1% | -2.1% |
| 30D | +6.8% | +25.5% | -18.7% | -1.0% |
| 3M | -2.8% | +8.0% | -10.8% | -6.4% |
| 6M | +20.9% | +12.7% | +8.2% | +13.1% |
| YTD | +40.2% | +11.6% | +28.6% | +29.9% |
| 1Y | +34.1% | -0.9% | +35.0% | +26.9% |
| 3Y | +164.1% | -22.7% | +186.8% | +155.3% |
| 5Y | +199.3% | -67.2% | +266.5% | +271.5% |
| 10Y | +1,218.8% | -43.7% | +1,262.5% | +925.0% |
| All | +1,218.8% | -41.3% | +1,260.1% | +925.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling