+6,930.2%
URI vs BRO
+5,031.6%
+1,898.6%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.5% | +5.1% | +3.2% |
| 7D | +2.5% | -5.4% | +7.9% | +5.7% |
| 30D | -12.5% | -4.3% | -8.2% | -10.6% |
| 3M | -6.2% | +17.8% | -24.0% | -16.5% |
| 6M | +25.9% | -6.8% | +32.6% | +27.4% |
| YTD | +26.2% | -13.8% | +40.0% | +33.2% |
| 1Y | +5.5% | -27.8% | +33.3% | +23.0% |
| 3Y | +125.0% | -4.7% | +129.7% | +115.3% |
| 5Y | +210.4% | +20.6% | +189.8% | +152.6% |
| 10Y | +1,157.2% | +293.7% | +863.5% | +427.7% |
| All | +6,930.2% | +5,031.6% | +1,898.6% | +1,466.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BRO.
Daily Out/Under-Performance
Portfolio return minus BRO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRO 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 BRO 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