+7,210.0%
URI vs CAG
+47.6%
+7,162.3%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.7% | +2.9% | +1.7% |
| 7D | -9.8% | +5.8% | -15.6% | -11.7% |
| 30D | +1.7% | +16.4% | -14.6% | -3.9% |
| 3M | -9.1% | +3.8% | -12.9% | -10.9% |
| 6M | +9.9% | +10.8% | -1.0% | +4.2% |
| YTD | +31.2% | -5.8% | +37.0% | +30.9% |
| 1Y | +25.9% | -2.4% | +28.3% | +23.9% |
| 3Y | +147.4% | -33.4% | +180.8% | +172.0% |
| 5Y | +179.7% | -39.4% | +219.2% | +214.0% |
| 10Y | +1,419.5% | -37.5% | +1,457.0% | +1,477.2% |
| All | +7,210.0% | +47.6% | +7,162.3% | +4,782.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CAG.
Daily Out/Under-Performance
Portfolio return minus CAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAG 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 CAG 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