+154.8%
URI vs BBWI
-22.8%
+177.6%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.3% | +3.8% | +4.1% |
| 7D | +2.4% | -7.7% | +10.1% | +4.3% |
| 30D | +8.9% | +24.8% | -15.9% | +3.5% |
| 3M | +0.8% | +16.2% | -15.4% | -3.2% |
| 6M | +23.1% | +15.8% | +7.3% | +17.1% |
| YTD | +43.1% | +11.4% | +31.6% | +36.6% |
| 1Y | +35.7% | +3.2% | +32.5% | +30.9% |
| All | +154.8% | -22.8% | +177.6% | +162.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling