+7,128.3%
URI vs COO
+1,218.8%
+5,909.5%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -1.4% | -5.7% | -6.5% |
| 7D | -12.9% | +5.3% | -18.2% | -15.0% |
| 30D | -3.4% | +12.5% | -16.0% | -8.4% |
| 3M | -10.0% | -15.1% | +5.1% | -4.5% |
| 6M | +12.2% | +3.7% | +8.5% | +8.5% |
| YTD | +29.8% | -22.5% | +52.3% | +42.1% |
| 1Y | +24.6% | -7.8% | +32.4% | +26.3% |
| 3Y | +137.6% | -24.1% | +161.7% | +154.4% |
| 5Y | +176.6% | -40.1% | +216.7% | +224.6% |
| 10Y | +1,402.6% | +44.7% | +1,357.9% | +1,132.6% |
| All | +7,128.3% | +1,218.8% | +5,909.5% | +2,048.1% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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