+35.7%
URI vs D
+16.5%
+19.2%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.5% | +4.6% | +4.2% |
| 7D | +2.4% | -2.4% | +4.8% | +2.7% |
| 30D | +8.9% | +9.0% | -0.1% | +7.1% |
| 3M | +0.8% | +1.0% | -0.1% | +0.3% |
| 6M | +23.1% | +11.0% | +12.1% | +20.3% |
| YTD | +43.1% | +19.8% | +23.3% | +38.0% |
| 1Y | +35.7% | +16.0% | +19.7% | +31.2% |
| All | +35.7% | +16.5% | +19.2% | +31.2% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 1y: compounded portfolio wealth divided by compounded D 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…
1y analysis · Full analysis span regression · 6 months rolling