+7,128.3%
URI vs CPB
-1.7%
+7,130.1%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +0.7% | -7.9% | -7.3% |
| 7D | -12.9% | +11.6% | -24.5% | -15.2% |
| 30D | -3.4% | +23.3% | -26.7% | -8.2% |
| 3M | -10.0% | +1.6% | -11.7% | -10.8% |
| 6M | +12.2% | +13.9% | -1.8% | +7.6% |
| YTD | +29.8% | -11.7% | +41.4% | +31.9% |
| 1Y | +24.6% | -18.2% | +42.8% | +28.8% |
| 3Y | +137.6% | -35.2% | +172.8% | +154.8% |
| 5Y | +176.6% | -30.5% | +207.2% | +186.1% |
| 10Y | +1,402.6% | -37.1% | +1,439.7% | +1,416.6% |
| All | +7,128.3% | -1.7% | +7,130.1% | +5,004.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling