+3,824.5%
URI vs BR
+1,465.0%
+2,359.5%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.8% | +2.9% | +2.4% |
| 7D | -9.8% | +6.5% | -16.3% | -14.0% |
| 30D | +1.7% | +18.9% | -17.2% | -10.5% |
| 3M | -9.1% | +16.3% | -25.3% | -19.6% |
| 6M | +9.9% | +26.2% | -16.3% | -10.1% |
| YTD | +31.2% | -13.1% | +44.3% | +38.6% |
| 1Y | +25.9% | -10.5% | +36.4% | +29.9% |
| 3Y | +147.4% | +13.3% | +134.0% | +110.7% |
| 5Y | +179.7% | +19.9% | +159.8% | +124.4% |
| 10Y | +1,419.5% | +254.2% | +1,165.3% | +418.2% |
| All | +3,824.5% | +1,465.0% | +2,359.5% | +307.6% |
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 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