+7,128.3%
URI vs CP
+5,345.5%
+1,782.8%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.7% | -6.4% | -6.6% |
| 7D | -12.9% | +6.1% | -19.0% | -16.5% |
| 30D | -3.4% | +9.8% | -13.2% | -9.5% |
| 3M | -10.0% | +2.7% | -12.8% | -11.9% |
| 6M | +12.2% | +12.8% | -0.6% | +2.8% |
| YTD | +29.8% | +28.2% | +1.6% | +8.4% |
| 1Y | +24.6% | +34.1% | -9.5% | +0.8% |
| 3Y | +137.6% | +28.9% | +108.7% | +95.2% |
| 5Y | +176.6% | +27.1% | +149.6% | +127.5% |
| 10Y | +1,402.6% | +264.8% | +1,137.8% | +534.8% |
| All | +7,128.3% | +5,345.5% | +1,782.8% | +596.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling