+164.1%
URI vs DAR
+21.9%
+142.3%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +4.7% | +2.2% | +5.8% |
| 7D | -4.0% | -2.8% | -1.3% | -3.4% |
| 30D | +6.8% | -12.8% | +19.6% | +9.8% |
| 3M | -2.8% | -11.6% | +8.8% | -0.8% |
| 6M | +20.9% | -16.8% | +37.6% | +24.8% |
| YTD | +40.2% | +45.9% | -5.7% | +24.6% |
| 1Y | +34.1% | +61.5% | -27.4% | +15.8% |
| 3Y | +164.1% | +23.0% | +141.2% | +141.3% |
| All | +164.1% | +21.9% | +142.3% | +141.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling