+7,128.3%
URI vs DAR
+479.4%
+6,648.9%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -3.1% | -4.1% | -6.7% |
| 7D | -12.9% | -8.1% | -4.9% | -11.9% |
| 30D | -3.4% | -17.1% | +13.7% | -1.1% |
| 3M | -10.0% | -12.3% | +2.3% | -8.7% |
| 6M | +12.2% | -21.8% | +34.0% | +15.4% |
| YTD | +29.8% | +40.8% | -11.1% | +23.1% |
| 1Y | +24.6% | +57.4% | -32.8% | +16.4% |
| 3Y | +137.6% | +12.1% | +125.5% | +128.8% |
| 5Y | +176.6% | -40.2% | +216.8% | +187.7% |
| 10Y | +1,402.6% | +280.1% | +1,122.5% | +1,180.2% |
| All | +7,128.3% | +479.4% | +6,648.9% | +5,671.9% |
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