+209.5%
URI vs BBWI
-68.3%
+277.8%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.9% | +1.9% | -0.2% |
| 7D | +9.3% | -4.5% | +13.9% | +10.7% |
| 30D | +7.6% | +17.1% | -9.5% | +2.8% |
| 3M | +1.0% | +17.5% | -16.4% | -4.4% |
| 6M | +19.8% | +12.8% | +7.0% | +13.2% |
| YTD | +41.9% | +8.2% | +33.7% | +34.3% |
| 1Y | +33.4% | -1.8% | +35.2% | +28.2% |
| 3Y | +156.0% | -25.8% | +181.8% | +152.2% |
| 5Y | +209.5% | -68.0% | +277.6% | +305.9% |
| All | +209.5% | -68.3% | +277.8% | +305.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling