+4,008.0%
URI vs BR
+1,486.0%
+2,522.0%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.3% | -2.4% | -2.3% |
| 7D | -6.0% | +5.0% | -11.0% | -9.4% |
| 30D | +4.6% | +16.6% | -12.0% | -6.7% |
| 3M | -2.7% | +12.0% | -14.7% | -11.4% |
| 6M | +18.4% | +30.7% | -12.4% | -5.5% |
| YTD | +37.4% | -11.9% | +49.3% | +43.8% |
| 1Y | +30.4% | -11.6% | +41.9% | +35.9% |
| 3Y | +147.9% | +15.0% | +132.9% | +109.0% |
| 5Y | +202.1% | +18.1% | +184.0% | +145.5% |
| 10Y | +1,182.4% | +278.6% | +903.8% | +319.6% |
| All | +4,008.0% | +1,486.0% | +2,522.0% | +322.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling