+2,378.3%
URI vs CG
+283.8%
+2,094.4%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -6.5% | -0.6% | -3.4% |
| 7D | -12.9% | -1.5% | -11.4% | -12.3% |
| 30D | -3.4% | +2.8% | -6.2% | -5.1% |
| 3M | -10.0% | -19.2% | +9.2% | +0.8% |
| 6M | +12.2% | -21.0% | +33.1% | +26.1% |
| YTD | +29.8% | -31.0% | +60.7% | +55.2% |
| 1Y | +24.6% | -21.1% | +45.7% | +37.3% |
| 3Y | +137.6% | +48.8% | +88.8% | +70.9% |
| 5Y | +176.6% | -21.5% | +198.2% | +179.3% |
| 10Y | +1,402.6% | +298.1% | +1,104.4% | +477.4% |
| All | +2,378.3% | +283.8% | +2,094.4% | +810.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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