+1,151.9%
URI vs DRI
+330.2%
+821.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.6% | -0.8% |
| 7D | +9.3% | -0.3% | +9.7% | +9.6% |
| 30D | +7.6% | +10.8% | -3.3% | +1.6% |
| 3M | +1.0% | +0.9% | +0.1% | 0.0% |
| 6M | +19.8% | +16.3% | +3.5% | +8.9% |
| YTD | +41.9% | +27.8% | +14.1% | +21.7% |
| 1Y | +33.4% | +33.9% | -0.5% | +11.3% |
| 3Y | +156.0% | +67.2% | +88.8% | +83.0% |
| 5Y | +209.5% | +79.0% | +130.5% | +111.3% |
| All | +1,151.9% | +330.2% | +821.7% | +419.2% |
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