+5.5%
URI vs CPAY
+31.3%
-25.7%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.6% | -4.4% | -3.9% |
| 7D | -0.5% | -2.7% | +2.2% | -0.3% |
| 30D | -13.4% | +0.6% | -13.9% | -13.5% |
| 3M | -6.2% | +17.0% | -23.3% | -7.6% |
| 6M | +28.0% | +24.1% | +3.9% | +24.9% |
| YTD | +23.0% | +35.7% | -12.8% | +16.8% |
| 1Y | +5.5% | +34.0% | -28.5% | +0.8% |
| All | +5.5% | +31.3% | -25.7% | +0.8% |
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 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