+1,135.8%
URI vs DAR
+311.7%
+824.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.1% | -2.4% | -1.8% |
| 7D | +6.7% | +11.6% | -4.8% | +1.3% |
| 30D | +8.9% | -10.2% | +19.1% | +14.3% |
| 3M | +0.5% | -14.8% | +15.4% | +7.5% |
| 6M | +20.7% | -10.1% | +30.7% | +24.4% |
| YTD | +40.0% | +55.5% | -15.5% | +8.4% |
| 1Y | +34.4% | +61.7% | -27.3% | +1.6% |
| 3Y | +149.5% | +37.2% | +112.3% | +87.1% |
| 5Y | +205.6% | -26.9% | +232.5% | +213.7% |
| All | +1,135.8% | +311.7% | +824.1% | +331.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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