+7,024.4%
URI vs DAR
+671.5%
+6,352.9%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.6% | +0.7% | +1.3% |
| 7D | +5.0% | -0.2% | +5.2% | +5.0% |
| 30D | -9.4% | +7.4% | -16.9% | -10.4% |
| 3M | -5.8% | +15.7% | -21.5% | -7.9% |
| 6M | +25.8% | +30.0% | -4.2% | +21.0% |
| YTD | +27.9% | +87.5% | -59.6% | +16.9% |
| 1Y | +9.7% | +113.4% | -103.7% | -1.7% |
| 3Y | +128.0% | +15.3% | +112.7% | +118.7% |
| 5Y | +212.4% | -4.3% | +216.7% | +206.3% |
| 10Y | +1,271.8% | +380.2% | +891.7% | +1,031.9% |
| All | +7,024.4% | +671.5% | +6,352.9% | +5,383.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling