+1,135.8%
URI vs CPAY
+219.9%
+916.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.4% | -2.6% | -2.1% |
| 7D | +6.7% | +1.6% | +5.2% | +5.8% |
| 30D | +8.9% | +17.6% | -8.7% | -1.6% |
| 3M | +0.5% | +8.7% | -8.2% | -5.1% |
| 6M | +20.7% | +39.5% | -18.9% | -3.0% |
| YTD | +40.0% | +53.6% | -13.6% | +2.4% |
| 1Y | +34.4% | +63.3% | -28.9% | -5.7% |
| 3Y | +149.5% | +101.7% | +47.8% | +46.4% |
| 5Y | +205.6% | +91.4% | +114.2% | +82.8% |
| All | +1,135.8% | +219.9% | +916.0% | +532.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling