+203.4%
URI vs DAR
-11.0%
+214.4%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.9% | +2.5% | +1.9% |
| 7D | -2.0% | +1.4% | -3.3% | -2.5% |
| 30D | -12.9% | +12.8% | -25.7% | -17.0% |
| 3M | -6.7% | +7.4% | -14.1% | -9.9% |
| 6M | +19.0% | +22.3% | -3.3% | +9.0% |
| YTD | +25.5% | +81.1% | -55.5% | -1.4% |
| 1Y | +5.5% | +106.5% | -101.0% | -22.3% |
| 3Y | +111.3% | +5.3% | +106.0% | +100.6% |
| All | +203.4% | -11.0% | +214.4% | +204.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling