+179.2%
URI vs D
+12.5%
+166.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.5% | +2.6% | +1.5% |
| 7D | -9.8% | +3.0% | -12.8% | -10.6% |
| 30D | +1.7% | +11.5% | -9.7% | -1.3% |
| 3M | -9.1% | +3.7% | -12.8% | -10.1% |
| 6M | +9.9% | +13.5% | -3.7% | +5.6% |
| YTD | +31.2% | +20.7% | +10.5% | +23.9% |
| 1Y | +25.9% | +18.2% | +7.7% | +19.5% |
| 3Y | +147.4% | +73.3% | +74.1% | +103.9% |
| All | +179.2% | +12.5% | +166.7% | +162.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling