+179.2%
URI vs BR
+19.3%
+159.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.8% | +2.9% | +2.0% |
| 7D | -9.8% | +6.5% | -16.3% | -12.7% |
| 30D | +1.7% | +18.9% | -17.2% | -6.9% |
| 3M | -9.1% | +16.3% | -25.3% | -16.5% |
| 6M | +9.9% | +26.2% | -16.3% | -4.5% |
| YTD | +31.2% | -13.1% | +44.3% | +43.7% |
| 1Y | +25.9% | -10.5% | +36.4% | +34.9% |
| 3Y | +147.4% | +13.3% | +134.0% | +120.2% |
| All | +179.2% | +19.3% | +159.9% | +121.3% |
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