+1,157.2%
URI vs DRI
+350.3%
+806.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.8% | +2.4% | +1.5% |
| 7D | +2.5% | -1.2% | +3.8% | +3.1% |
| 30D | -12.5% | -0.4% | -12.2% | -12.6% |
| 3M | -6.2% | +9.5% | -15.7% | -11.5% |
| 6M | +25.9% | +6.5% | +19.4% | +20.2% |
| YTD | +26.2% | +18.4% | +7.8% | +13.2% |
| 1Y | +5.5% | +4.2% | +1.3% | +0.9% |
| 3Y | +125.0% | +57.1% | +67.9% | +66.4% |
| 5Y | +210.4% | +70.4% | +140.0% | +117.1% |
| 10Y | +1,157.2% | +354.0% | +803.2% | +322.9% |
| All | +1,157.2% | +350.3% | +806.9% | +322.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded DRI 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling