+1,213.1%
URI vs DRI
+339.9%
+873.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.1% | +4.0% | +4.1% |
| 7D | +2.6% | -0.7% | +3.3% | +3.1% |
| 30D | +9.1% | +14.7% | -5.6% | +1.1% |
| 3M | +1.0% | +5.4% | -4.5% | -2.5% |
| 6M | +23.3% | +18.8% | +4.5% | +10.8% |
| YTD | +43.3% | +28.4% | +14.9% | +22.6% |
| 1Y | +35.9% | +37.7% | -1.7% | +11.7% |
| 3Y | +158.6% | +68.0% | +90.7% | +84.4% |
| 5Y | +213.1% | +78.8% | +134.3% | +113.8% |
| 10Y | +1,213.1% | +334.2% | +878.9% | +420.5% |
| All | +1,213.1% | +339.9% | +873.2% | +420.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling