+1,210.8%
URI vs BR
+280.7%
+930.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.1% | +4.2% | +4.2% |
| 7D | +2.4% | +1.9% | +0.5% | +1.1% |
| 30D | +8.9% | +15.9% | -7.0% | -1.3% |
| 3M | +0.8% | +13.7% | -12.8% | -8.2% |
| 6M | +23.1% | +31.0% | -7.9% | +0.2% |
| YTD | +43.1% | -12.0% | +55.0% | +52.2% |
| 1Y | +35.7% | -11.5% | +47.2% | +43.6% |
| 3Y | +158.2% | +14.9% | +143.3% | +120.8% |
| 5Y | +212.6% | +20.1% | +192.5% | +153.8% |
| 10Y | +1,210.8% | +278.9% | +931.8% | +543.6% |
| All | +1,210.8% | +280.7% | +930.1% | +543.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling