+1,179.9%
URI vs CP
+220.9%
+959.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.3% | +1.3% | +1.3% |
| 7D | -2.0% | -2.7% | +0.7% | +0.3% |
| 30D | -12.9% | +0.2% | -13.1% | -13.2% |
| 3M | -6.7% | +2.6% | -9.3% | -9.0% |
| 6M | +19.0% | +6.0% | +13.0% | +13.3% |
| YTD | +25.5% | +24.9% | +0.6% | +2.7% |
| 1Y | +5.5% | +20.1% | -14.6% | -10.8% |
| 3Y | +111.3% | +16.4% | +94.9% | +79.0% |
| 5Y | +198.6% | +31.7% | +166.8% | +119.3% |
| All | +1,179.9% | +220.9% | +959.0% | +334.4% |
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