+155.3%
URI vs BWA
+65.2%
+90.1%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.6% | +2.5% | +3.4% |
| 7D | +2.6% | +1.7% | +0.9% | +1.9% |
| 30D | +9.1% | -14.6% | +23.7% | +16.9% |
| 3M | +1.0% | -26.2% | +27.2% | +15.2% |
| 6M | +23.3% | -18.4% | +41.8% | +33.1% |
| YTD | +43.3% | +14.7% | +28.6% | +24.4% |
| 1Y | +35.9% | +13.3% | +22.6% | +18.7% |
| All | +155.3% | +65.2% | +90.1% | +67.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling