+202.4%
URI vs DECK
+31.2%
+171.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +6.0% | -10.3% | -6.2% |
| 7D | -4.3% | +10.4% | -14.7% | -7.3% |
| 30D | +4.6% | +11.1% | -6.5% | +1.0% |
| 3M | -2.1% | -10.8% | +8.7% | +1.0% |
| 6M | +21.9% | -8.7% | +30.7% | +23.6% |
| YTD | +39.7% | -14.0% | +53.7% | +42.7% |
| 1Y | +32.9% | +12.0% | +20.8% | +23.3% |
| 3Y | +155.8% | -10.5% | +166.3% | +127.3% |
| 5Y | +202.4% | +28.5% | +174.0% | +113.5% |
| All | +202.4% | +31.2% | +171.2% | +113.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DECK.
Daily Out/Under-Performance
Portfolio return minus DECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DECK 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 DECK 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