+7,128.3%
URI vs D
+1,066.5%
+6,061.9%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.2% | -7.0% | -7.1% |
| 7D | -12.9% | +6.9% | -19.9% | -15.5% |
| 30D | -3.4% | +12.3% | -15.7% | -8.2% |
| 3M | -10.0% | +3.0% | -13.1% | -11.4% |
| 6M | +12.2% | +12.8% | -0.6% | +5.6% |
| YTD | +29.8% | +22.6% | +7.2% | +17.9% |
| 1Y | +24.6% | +21.7% | +3.0% | +13.3% |
| 3Y | +137.6% | +83.9% | +53.7% | +75.6% |
| 5Y | +176.6% | +14.0% | +162.7% | +149.4% |
| 10Y | +1,402.6% | +45.6% | +1,357.0% | +1,038.8% |
| All | +7,128.3% | +1,066.5% | +6,061.9% | +3,056.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling