+7,802.5%
URI vs BBY
+5,035.1%
+2,767.4%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.7% | +0.7% | -0.4% |
| 7D | +9.3% | +4.0% | +5.3% | +7.9% |
| 30D | +7.6% | +17.6% | -10.0% | +1.4% |
| 3M | +1.0% | +25.9% | -24.8% | -7.4% |
| 6M | +19.8% | +85.1% | -65.3% | -5.3% |
| YTD | +41.9% | +60.6% | -18.8% | +17.1% |
| 1Y | +33.4% | +40.2% | -6.8% | +15.5% |
| 3Y | +156.0% | +86.6% | +69.4% | +94.5% |
| 5Y | +209.5% | -3.7% | +213.2% | +190.0% |
| 10Y | +1,199.8% | +287.7% | +912.1% | +660.3% |
| All | +7,802.5% | +5,035.1% | +2,767.4% | +2,711.3% |
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