+5.5%
URI vs BBY
+22.2%
-16.7%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.1% | -3.9% | -3.9% |
| 7D | -0.5% | +0.7% | -1.2% | -0.6% |
| 30D | -13.4% | +5.8% | -19.1% | -14.0% |
| 3M | -6.2% | +18.0% | -24.2% | -9.5% |
| 6M | +28.0% | +39.8% | -11.9% | +18.0% |
| YTD | +23.0% | +35.4% | -12.4% | +14.6% |
| 1Y | +5.5% | +21.4% | -15.9% | +0.9% |
| All | +5.5% | +22.2% | -16.7% | +0.9% |
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