+210.4%
URI vs BTG
+72.2%
+138.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.9% | +3.4% | +0.9% |
| 7D | +2.5% | +4.8% | -2.3% | +1.8% |
| 30D | -12.5% | +8.3% | -20.9% | -13.6% |
| 3M | -6.2% | +32.3% | -38.5% | -10.3% |
| 6M | +25.9% | +3.0% | +22.9% | +24.0% |
| YTD | +26.2% | +21.9% | +4.3% | +20.4% |
| 1Y | +5.5% | +28.2% | -22.7% | -0.7% |
| 3Y | +125.0% | +99.9% | +25.1% | +91.4% |
| 5Y | +210.4% | +73.6% | +136.9% | +173.0% |
| All | +210.4% | +72.2% | +138.2% | +173.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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