+32.9%
URI vs CPAY
+59.0%
-26.2%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +3.0% | -7.3% | -4.5% |
| 7D | -4.3% | +5.7% | -10.1% | -4.6% |
| 30D | +4.6% | +4.2% | +0.4% | +4.4% |
| 3M | -2.1% | +5.6% | -7.7% | -2.5% |
| 6M | +21.9% | +34.7% | -12.7% | +18.7% |
| YTD | +39.7% | +39.1% | +0.6% | +32.6% |
| 1Y | +32.9% | +60.3% | -27.4% | +19.7% |
| All | +32.9% | +59.0% | -26.2% | +19.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 1y: compounded portfolio wealth divided by compounded CPAY 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…
1y analysis · Full analysis span regression · 6 months rolling