+7,210.0%
URI vs BTI
+3,065.7%
+4,144.3%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.5% | +4.6% | +2.2% |
| 7D | -9.8% | -1.0% | -8.8% | -9.6% |
| 30D | +1.7% | +13.0% | -11.2% | -2.4% |
| 3M | -9.1% | +5.3% | -14.4% | -10.9% |
| 6M | +9.9% | +5.3% | +4.5% | +6.8% |
| YTD | +31.2% | +12.4% | +18.8% | +24.5% |
| 1Y | +25.9% | +18.9% | +7.0% | +17.2% |
| 3Y | +147.4% | +144.0% | +3.3% | +77.2% |
| 5Y | +179.7% | +156.3% | +23.5% | +96.4% |
| 10Y | +1,419.5% | +115.3% | +1,304.3% | +1,002.9% |
| All | +7,210.0% | +3,065.7% | +4,144.3% | +4,493.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling