+3.9%
URI vs BR
-31.7%
+35.6%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | 0.0% |
| 7D | -2.1% | -3.0% | +0.9% | -2.2% |
| 30D | -12.4% | -0.3% | -12.1% | -12.4% |
| 3M | -7.3% | +17.3% | -24.6% | -6.7% |
| 6M | +27.2% | -6.7% | +33.9% | +31.4% |
| YTD | +23.0% | -23.4% | +46.4% | +36.8% |
| 1Y | +3.9% | -32.7% | +36.6% | +19.0% |
| All | +3.9% | -31.7% | +35.6% | +19.0% |
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