+30.4%
URI vs BTI
+17.4%
+12.9%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.2% | -3.3% | -2.1% |
| 7D | -6.0% | -0.1% | -5.8% | -6.0% |
| 30D | +4.6% | +9.6% | -5.0% | +4.1% |
| 3M | -2.7% | +8.3% | -11.0% | -3.0% |
| 6M | +18.4% | +7.5% | +10.9% | +15.8% |
| YTD | +37.4% | +12.3% | +25.1% | +31.9% |
| 1Y | +30.4% | +16.2% | +14.1% | +24.0% |
| All | +30.4% | +17.4% | +12.9% | +24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 1y: compounded portfolio wealth divided by compounded BTI 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…
1y analysis · Full analysis span regression · 6 months rolling