+210.4%
URI vs BBY
+0.9%
+209.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.6% | +0.9% |
| 7D | +2.5% | +8.1% | -5.6% | -0.7% |
| 30D | -12.5% | +8.9% | -21.5% | -15.8% |
| 3M | -6.2% | +22.0% | -28.2% | -14.5% |
| 6M | +25.9% | +37.8% | -12.0% | +7.3% |
| YTD | +26.2% | +37.3% | -11.1% | +7.5% |
| 1Y | +5.5% | +21.6% | -16.1% | -5.6% |
| 3Y | +125.0% | +41.5% | +83.5% | +76.5% |
| 5Y | +210.4% | +1.2% | +209.2% | +147.2% |
| All | +210.4% | +0.9% | +209.5% | +147.2% |
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 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