+7,869.5%
URI vs BBY
+5,122.0%
+2,747.4%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.0% | +3.1% | +3.8% |
| 7D | +2.4% | +3.7% | -1.3% | +1.2% |
| 30D | +8.9% | +20.9% | -12.0% | +1.7% |
| 3M | +0.8% | +27.6% | -26.8% | -8.1% |
| 6M | +23.1% | +86.9% | -63.7% | -3.0% |
| YTD | +43.1% | +63.3% | -20.3% | +17.4% |
| 1Y | +35.7% | +42.6% | -6.9% | +16.8% |
| 3Y | +158.2% | +89.8% | +68.4% | +95.0% |
| 5Y | +212.6% | -0.1% | +212.6% | +189.1% |
| 10Y | +1,210.8% | +294.3% | +916.5% | +662.3% |
| All | +7,869.5% | +5,122.0% | +2,747.4% | +2,718.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling