+32.9%
URI vs BR
-14.2%
+47.1%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +3.0% | -7.4% | -4.2% |
| 7D | -4.3% | +7.0% | -11.3% | -4.0% |
| 30D | +4.6% | +19.0% | -14.4% | +5.7% |
| 3M | -2.1% | +13.1% | -15.2% | -1.4% |
| 6M | +21.9% | +24.6% | -2.7% | +23.9% |
| YTD | +39.7% | -13.6% | +53.3% | +61.1% |
| 1Y | +32.9% | -13.1% | +46.0% | +52.6% |
| All | +32.9% | -14.2% | +47.1% | +52.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 1y: compounded portfolio wealth divided by compounded BR 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…
1y analysis · Full analysis span regression · 6 months rolling