+1,213.1%
URI vs BUD
-4.5%
+1,217.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -2.3% | +6.4% | +5.3% |
| 7D | +2.6% | +0.5% | +2.1% | +2.2% |
| 30D | +9.1% | +7.4% | +1.7% | +4.8% |
| 3M | +1.0% | +4.3% | -3.3% | -1.8% |
| 6M | +23.3% | +5.3% | +18.1% | +18.4% |
| YTD | +43.3% | +33.2% | +10.1% | +20.8% |
| 1Y | +35.9% | +31.8% | +4.2% | +15.2% |
| 3Y | +158.6% | +47.8% | +110.9% | +97.3% |
| 5Y | +213.1% | +50.2% | +163.0% | +130.2% |
| 10Y | +1,213.1% | -4.8% | +1,217.9% | +965.1% |
| All | +1,213.1% | -4.5% | +1,217.5% | +965.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling