+122.1%
URI vs BBY
+42.8%
+79.3%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.2% | -1.6% | +0.6% |
| 7D | -2.0% | +9.5% | -11.5% | -5.0% |
| 30D | -12.9% | +6.8% | -19.8% | -15.1% |
| 3M | -6.7% | +28.9% | -35.6% | -15.3% |
| 6M | +19.0% | +37.8% | -18.8% | +4.2% |
| YTD | +25.5% | +38.7% | -13.2% | +9.5% |
| 1Y | +5.5% | +23.7% | -18.2% | -4.1% |
| All | +122.1% | +42.8% | +79.3% | +75.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling