+7,128.3%
URI vs DRI
+6,256.4%
+871.9%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.8% | -6.3% | -6.7% |
| 7D | -12.9% | +3.7% | -16.6% | -14.6% |
| 30D | -3.4% | +13.5% | -16.9% | -9.2% |
| 3M | -10.0% | +10.4% | -20.4% | -14.7% |
| 6M | +12.2% | +19.5% | -7.3% | +1.9% |
| YTD | +29.8% | +28.2% | +1.5% | +13.4% |
| 1Y | +24.6% | +31.0% | -6.4% | +7.6% |
| 3Y | +137.6% | +67.1% | +70.5% | +78.8% |
| 5Y | +176.6% | +74.7% | +101.9% | +103.2% |
| 10Y | +1,402.6% | +376.2% | +1,026.4% | +542.0% |
| All | +7,128.3% | +6,256.4% | +871.9% | +1,154.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling