+125.0%
URI vs CPAY
+49.5%
+75.5%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.2% | +2.8% | +1.4% |
| 7D | +2.5% | +0.6% | +2.0% | +2.2% |
| 30D | -12.5% | +3.6% | -16.1% | -14.0% |
| 3M | -6.2% | +16.6% | -22.8% | -12.5% |
| 6M | +25.9% | +29.5% | -3.6% | +10.2% |
| YTD | +26.2% | +35.3% | -9.1% | +6.5% |
| 1Y | +5.5% | +30.6% | -25.2% | -9.6% |
| 3Y | +125.0% | +49.7% | +75.2% | +66.1% |
| All | +125.0% | +49.5% | +75.5% | +66.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling