+212.4%
URI vs CPAY
+54.3%
+158.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.2% | +1.6% | +1.5% |
| 7D | +5.0% | -2.5% | +7.5% | +6.3% |
| 30D | -9.4% | +1.3% | -10.7% | -10.3% |
| 3M | -5.8% | +13.5% | -19.3% | -12.6% |
| 6M | +25.8% | +24.7% | +1.1% | +8.8% |
| YTD | +27.9% | +34.9% | -7.1% | +3.8% |
| 1Y | +9.7% | +29.7% | -20.0% | -9.4% |
| 3Y | +128.0% | +49.4% | +78.6% | +65.5% |
| 5Y | +212.4% | +53.5% | +158.9% | +109.8% |
| All | +212.4% | +54.3% | +158.1% | +109.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling