+1,340.7%
URI vs CP
+253.8%
+1,086.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.7% | +2.8% | +2.5% |
| 7D | -9.8% | +2.8% | -12.6% | -12.1% |
| 30D | +1.7% | +10.2% | -8.5% | -6.5% |
| 3M | -9.1% | +2.4% | -11.4% | -11.2% |
| 6M | +9.9% | +7.7% | +2.2% | +2.4% |
| YTD | +31.2% | +26.0% | +5.2% | +6.2% |
| 1Y | +25.9% | +34.6% | -8.7% | -3.8% |
| 3Y | +147.4% | +26.7% | +120.7% | +93.7% |
| 5Y | +179.7% | +24.9% | +154.8% | +116.1% |
| All | +1,340.7% | +253.8% | +1,086.9% | +376.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CP.
Daily Out/Under-Performance
Portfolio return minus CP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CP 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 10y: compounded portfolio wealth divided by compounded CP 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…
10y analysis · Full analysis span regression · 6 months rolling