+203.4%
URI vs BUD
+46.3%
+157.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.6% |
| 7D | -2.0% | +0.3% | -2.3% | -2.1% |
| 30D | -12.9% | -5.7% | -7.3% | -11.4% |
| 3M | -6.7% | +3.1% | -9.9% | -8.2% |
| 6M | +19.0% | +7.9% | +11.1% | +14.9% |
| YTD | +25.5% | +27.3% | -1.8% | +14.0% |
| 1Y | +5.5% | +37.8% | -32.3% | -7.0% |
| 3Y | +111.3% | +49.8% | +61.5% | +71.7% |
| All | +203.4% | +46.3% | +157.1% | +141.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling