+7,682.4%
URI vs D
+1,068.3%
+6,614.1%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +4.4% | -8.8% | -6.2% |
| 7D | -4.3% | +8.5% | -12.8% | -7.7% |
| 30D | +4.6% | +14.3% | -9.7% | -1.4% |
| 3M | -2.1% | +1.8% | -3.9% | -3.1% |
| 6M | +21.9% | +13.0% | +8.9% | +14.7% |
| YTD | +39.7% | +22.7% | +16.9% | +26.8% |
| 1Y | +32.9% | +22.6% | +10.3% | +20.4% |
| 3Y | +155.8% | +84.2% | +71.6% | +89.0% |
| 5Y | +202.4% | +15.8% | +186.7% | +170.7% |
| 10Y | +1,517.7% | +45.8% | +1,471.9% | +1,125.3% |
| All | +7,682.4% | +1,068.3% | +6,614.1% | +3,296.3% |
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