+147.4%
URI vs DRI
+66.4%
+81.0%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.0% | +2.1% | +1.5% |
| 7D | -9.8% | +2.8% | -12.6% | -10.7% |
| 30D | +1.7% | +13.3% | -11.5% | -2.8% |
| 3M | -9.1% | +8.2% | -17.2% | -11.9% |
| 6M | +9.9% | +17.5% | -7.7% | +2.6% |
| YTD | +31.2% | +26.9% | +4.3% | +18.4% |
| 1Y | +25.9% | +31.6% | -5.6% | +11.8% |
| 3Y | +147.4% | +67.0% | +80.4% | +73.1% |
| All | +147.4% | +66.4% | +81.0% | +73.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling