+32.9%
URI vs CAPR
+47.4%
-14.6%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +8.3% | -12.6% | -4.4% |
| 7D | -4.3% | +43.2% | -47.5% | -4.5% |
| 30D | +4.6% | +14.7% | -10.0% | +4.5% |
| 3M | -2.1% | +113.9% | -116.0% | -2.6% |
| 6M | +21.9% | -73.4% | +95.3% | +22.0% |
| YTD | +39.7% | -69.1% | +108.8% | +39.6% |
| 1Y | +32.9% | +47.2% | -14.3% | +30.4% |
| All | +32.9% | +47.4% | -14.6% | +30.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 1y: compounded portfolio wealth divided by compounded CAPR 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…
1y analysis · Full analysis span regression · 6 months rolling