+147.9%
URI vs CPAY
+99.6%
+48.4%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.4% | -2.4% | -2.2% |
| 7D | -6.0% | +13.1% | -19.0% | -10.3% |
| 30D | +4.6% | +15.5% | -10.9% | -1.1% |
| 3M | -2.7% | +14.7% | -17.4% | -8.0% |
| 6M | +18.4% | +33.6% | -15.2% | +4.6% |
| YTD | +37.4% | +52.7% | -15.4% | +11.0% |
| 1Y | +30.4% | +63.5% | -33.2% | +1.2% |
| 3Y | +147.9% | +98.8% | +49.1% | +51.0% |
| All | +147.9% | +99.6% | +48.4% | +51.0% |
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