+1,210.8%
URI vs CRL
+358.0%
+852.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.9% | +5.0% | +4.5% |
| 7D | +2.4% | +5.0% | -2.6% | +0.2% |
| 30D | +8.9% | +13.5% | -4.6% | +2.5% |
| 3M | +0.8% | +21.5% | -20.7% | -8.4% |
| 6M | +23.1% | +103.4% | -80.3% | -12.3% |
| YTD | +43.1% | +71.8% | -28.7% | +7.4% |
| 1Y | +35.7% | +97.5% | -61.8% | -4.9% |
| 3Y | +158.2% | +99.2% | +58.9% | +63.9% |
| 5Y | +212.6% | -12.1% | +224.7% | +202.0% |
| 10Y | +1,210.8% | +359.2% | +851.6% | +401.4% |
| All | +1,210.8% | +358.0% | +852.7% | +401.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CRL.
Daily Out/Under-Performance
Portfolio return minus CRL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRL 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 CRL 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