+149.5%
URI vs BTI
+149.4%
+0.1%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.4% | -2.7% | -1.3% |
| 7D | +6.7% | +1.6% | +5.1% | +6.7% |
| 30D | +8.9% | +9.2% | -0.4% | +8.5% |
| 3M | +0.5% | +9.6% | -9.1% | +0.2% |
| 6M | +20.7% | -2.4% | +23.1% | +21.4% |
| YTD | +40.0% | +14.2% | +25.8% | +38.4% |
| 1Y | +34.4% | +20.3% | +14.1% | +32.5% |
| 3Y | +149.5% | +147.4% | +2.1% | +113.4% |
| All | +149.5% | +149.4% | +0.1% | +113.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling