+210.4%
URI vs BR
+9.8%
+200.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.5% | +3.0% | +1.8% |
| 7D | +2.5% | -5.9% | +8.5% | +5.7% |
| 30D | -12.5% | +1.9% | -14.4% | -13.8% |
| 3M | -6.2% | +14.7% | -20.8% | -13.9% |
| 6M | +25.9% | -12.8% | +38.6% | +35.4% |
| YTD | +26.2% | -23.0% | +49.2% | +47.3% |
| 1Y | +5.5% | -31.7% | +37.2% | +33.6% |
| 3Y | +125.0% | -4.8% | +129.7% | +122.3% |
| 5Y | +210.4% | +7.8% | +202.6% | +160.2% |
| All | +210.4% | +9.8% | +200.6% | +160.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling