+7,210.0%
URI vs BWA
+1,126.4%
+6,083.5%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.7% | -1.6% | -0.6% |
| 7D | -9.8% | -5.5% | -4.3% | -6.5% |
| 30D | +1.7% | -21.7% | +23.5% | +18.2% |
| 3M | -9.1% | -25.6% | +16.6% | +8.2% |
| 6M | +9.9% | -17.4% | +27.3% | +20.7% |
| YTD | +31.2% | +9.2% | +22.0% | +16.7% |
| 1Y | +25.9% | +9.7% | +16.2% | +11.5% |
| 3Y | +147.4% | +54.6% | +92.7% | +71.4% |
| 5Y | +179.7% | +26.8% | +153.0% | +114.2% |
| 10Y | +1,419.5% | +89.0% | +1,330.6% | +786.6% |
| All | +7,210.0% | +1,126.4% | +6,083.5% | +1,044.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling