+212.6%
URI vs BBY
+1.1%
+211.5%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.0% | +3.1% | +3.8% |
| 7D | +2.4% | +3.7% | -1.3% | +1.1% |
| 30D | +8.9% | +20.9% | -12.0% | +0.9% |
| 3M | +0.8% | +27.6% | -26.8% | -9.1% |
| 6M | +23.1% | +86.9% | -63.7% | -7.2% |
| YTD | +43.1% | +63.3% | -20.3% | +13.5% |
| 1Y | +35.7% | +42.6% | -6.9% | +14.4% |
| 3Y | +158.2% | +89.8% | +68.4% | +77.7% |
| 5Y | +212.6% | -0.1% | +212.6% | +153.0% |
| All | +212.6% | +1.1% | +211.5% | +153.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling