+4,799.7%
URI vs BTG
+392.0%
+4,407.6%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.4% | +3.0% | +1.8% |
| 7D | -2.0% | -0.9% | -1.1% | -1.9% |
| 30D | -12.9% | +36.8% | -49.8% | -16.2% |
| 3M | -6.7% | +23.1% | -29.8% | -9.4% |
| 6M | +19.0% | +3.5% | +15.5% | +17.4% |
| YTD | +25.5% | +25.5% | 0.0% | +20.7% |
| 1Y | +5.5% | +40.1% | -34.6% | -0.2% |
| 3Y | +111.3% | +101.1% | +10.2% | +88.7% |
| 5Y | +198.6% | +70.6% | +128.0% | +167.7% |
| 10Y | +1,179.9% | +152.1% | +1,027.8% | +938.1% |
| All | +4,799.7% | +392.0% | +4,407.6% | +2,065.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling