+32.9%
URI vs BBY
+33.0%
-0.1%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +8.0% | -12.4% | -5.3% |
| 7D | -4.3% | +4.5% | -8.9% | -4.8% |
| 30D | +4.6% | +16.0% | -11.4% | +2.7% |
| 3M | -2.1% | +18.6% | -20.7% | -4.1% |
| 6M | +21.9% | +80.1% | -58.1% | +7.6% |
| YTD | +39.7% | +57.4% | -17.7% | +28.2% |
| 1Y | +32.9% | +34.5% | -1.6% | +29.1% |
| All | +32.9% | +33.0% | -0.1% | +29.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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