+5.5%
URI vs BUD
+36.8%
-31.3%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.6% |
| 7D | -2.0% | +0.3% | -2.3% | -2.0% |
| 30D | -12.9% | -5.7% | -7.3% | -12.6% |
| 3M | -6.7% | +3.1% | -9.9% | -7.9% |
| 6M | +19.0% | +7.9% | +11.1% | +15.0% |
| YTD | +25.5% | +27.3% | -1.8% | +17.4% |
| 1Y | +5.5% | +37.8% | -32.3% | -2.2% |
| All | +5.5% | +36.8% | -31.3% | -2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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