+1,182.4%
URI vs DAR
+269.9%
+912.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.8% | -0.2% | -1.2% |
| 7D | -6.0% | -3.8% | -2.2% | -4.1% |
| 30D | +4.6% | -14.4% | +19.0% | +12.3% |
| 3M | -2.7% | -17.9% | +15.2% | +5.8% |
| 6M | +18.4% | -18.3% | +36.7% | +27.8% |
| YTD | +37.4% | +43.2% | -5.9% | +10.6% |
| 1Y | +30.4% | +57.7% | -27.3% | -0.5% |
| 3Y | +147.9% | +22.7% | +125.2% | +96.7% |
| 5Y | +202.1% | -34.0% | +236.1% | +226.6% |
| 10Y | +1,182.4% | +279.5% | +903.0% | +368.3% |
| All | +1,182.4% | +269.9% | +912.5% | +368.3% |
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