+1,218.8%
URI vs CPB
-39.9%
+1,258.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | -1.2% | +8.0% | +7.0% |
| 7D | -4.0% | +3.3% | -7.3% | -4.3% |
| 30D | +6.8% | +19.0% | -12.2% | +5.4% |
| 3M | -2.8% | +0.4% | -3.3% | -3.0% |
| 6M | +20.9% | +13.0% | +7.9% | +19.4% |
| YTD | +40.2% | -12.7% | +53.0% | +41.1% |
| 1Y | +34.1% | -20.9% | +55.0% | +35.8% |
| 3Y | +164.1% | -35.4% | +199.5% | +169.0% |
| 5Y | +199.3% | -32.3% | +231.6% | +202.1% |
| 10Y | +1,218.8% | -40.5% | +1,259.4% | +1,282.5% |
| All | +1,218.8% | -39.9% | +1,258.8% | +1,282.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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