+122.1%
URI vs BTDR
+0.5%
+121.6%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.9% | -2.3% | +1.3% |
| 7D | -2.0% | +20.0% | -21.9% | -3.5% |
| 30D | -12.9% | +11.9% | -24.9% | -14.2% |
| 3M | -6.7% | -36.9% | +30.2% | -4.3% |
| 6M | +19.0% | +56.5% | -37.5% | +12.1% |
| YTD | +25.5% | +10.4% | +15.1% | +20.9% |
| 1Y | +5.5% | +3.1% | +2.5% | +0.2% |
| All | +122.1% | +0.5% | +121.6% | +90.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 3y: compounded portfolio wealth divided by compounded BTDR 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…
3y analysis · Full analysis span regression · 6 months rolling