+6,893.4%
URI vs BBY
+4,336.1%
+2,557.4%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.2% | -1.6% | +0.5% |
| 7D | -2.0% | +9.5% | -11.5% | -5.2% |
| 30D | -12.9% | +6.8% | -19.8% | -15.3% |
| 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% | +9.6% |
| 1Y | +5.5% | +23.7% | -18.2% | -4.5% |
| 3Y | +111.3% | +39.1% | +72.2% | +78.7% |
| 5Y | +198.6% | -0.4% | +199.0% | +178.1% |
| 10Y | +1,179.9% | +234.0% | +945.9% | +692.0% |
| All | +6,893.4% | +4,336.1% | +2,557.4% | +2,530.2% |
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 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