+1,271.8%
URI vs BWA
+142.7%
+1,129.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.5% | +2.8% | +2.3% |
| 7D | +5.0% | +0.1% | +4.9% | +4.8% |
| 30D | -9.4% | -5.6% | -3.9% | -6.2% |
| 3M | -5.8% | -10.7% | +4.9% | +0.6% |
| 6M | +25.8% | +23.2% | +2.7% | +6.7% |
| YTD | +27.9% | +46.0% | -18.1% | -7.5% |
| 1Y | +9.7% | +51.2% | -41.4% | -23.1% |
| 3Y | +128.0% | +69.6% | +58.4% | +40.8% |
| 5Y | +212.4% | +86.6% | +125.8% | +73.9% |
| 10Y | +1,271.8% | +152.3% | +1,119.5% | +548.4% |
| All | +1,271.8% | +142.7% | +1,129.1% | +548.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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