+147.4%
URI vs DAR
+11.9%
+135.5%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.0% | +2.1% | +1.3% |
| 7D | -9.8% | -9.9% | +0.2% | -7.7% |
| 30D | +1.7% | -16.4% | +18.1% | +5.5% |
| 3M | -9.1% | -17.1% | +8.0% | -5.9% |
| 6M | +9.9% | -20.5% | +30.3% | +14.5% |
| YTD | +31.2% | +39.4% | -8.2% | +17.7% |
| 1Y | +25.9% | +57.2% | -31.3% | +9.2% |
| 3Y | +147.4% | +13.9% | +133.5% | +130.4% |
| All | +147.4% | +11.9% | +135.5% | +130.4% |
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