+33.1%
URI vs BBWI
-1.7%
+34.8%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +1.9% | +5.0% | +6.6% |
| 7D | -4.0% | -6.2% | +2.1% | -3.1% |
| 30D | +6.8% | +25.5% | -18.7% | +3.4% |
| 3M | -2.8% | +8.0% | -10.8% | -4.0% |
| 6M | +20.9% | +12.7% | +8.2% | +17.8% |
| YTD | +40.2% | +11.6% | +28.6% | +39.0% |
| All | +33.1% | -1.7% | +34.8% | +32.2% |
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 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