+1,340.7%
URI vs BBWI
-43.7%
+1,384.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.3% | +4.4% | +2.2% |
| 7D | -9.8% | -6.2% | -3.6% | -8.0% |
| 30D | +1.7% | +19.9% | -18.2% | -4.4% |
| 3M | -9.1% | +7.1% | -16.2% | -12.3% |
| 6M | +9.9% | +13.7% | -3.8% | +2.4% |
| YTD | +31.2% | +9.6% | +21.6% | +22.2% |
| 1Y | +25.9% | -1.6% | +27.6% | +19.3% |
| 3Y | +147.4% | -25.9% | +173.3% | +142.4% |
| 5Y | +179.7% | -67.8% | +247.6% | +249.5% |
| All | +1,340.7% | -43.7% | +1,384.4% | +1,044.2% |
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