+202.1%
URI vs BUD
+51.3%
+150.8%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.1% | -3.2% | -2.4% |
| 7D | -6.0% | +6.0% | -12.0% | -7.7% |
| 30D | +4.6% | +11.3% | -6.7% | +1.1% |
| 3M | -2.7% | +3.6% | -6.3% | -4.0% |
| 6M | +18.4% | +7.7% | +10.7% | +14.7% |
| YTD | +37.4% | +36.4% | +1.0% | +22.2% |
| 1Y | +30.4% | +37.8% | -7.5% | +15.5% |
| 3Y | +147.9% | +51.2% | +96.7% | +104.3% |
| 5Y | +202.1% | +53.4% | +148.7% | +131.9% |
| All | +202.1% | +51.3% | +150.8% | +131.9% |
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