+17,110.3%
URI vs BUD
+219.3%
+16,891.1%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +1.8% | -8.9% | -8.2% |
| 7D | -12.9% | +7.1% | -20.1% | -16.8% |
| 30D | -3.4% | +12.7% | -16.1% | -10.7% |
| 3M | -10.0% | 0.0% | -10.0% | -10.8% |
| 6M | +12.2% | +7.6% | +4.6% | +5.2% |
| YTD | +29.8% | +35.0% | -5.3% | +4.4% |
| 1Y | +24.6% | +37.6% | -12.9% | -1.1% |
| 3Y | +137.6% | +51.5% | +86.1% | +67.7% |
| 5Y | +176.6% | +50.2% | +126.4% | +90.3% |
| 10Y | +1,402.6% | -7.2% | +1,409.8% | +1,228.9% |
| All | +17,110.3% | +219.3% | +16,891.1% | +4,459.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling