+1,218.8%
URI vs EAT
+375.0%
+843.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | -1.5% | +8.3% | +7.4% |
| 7D | -4.0% | -3.9% | -0.1% | -2.9% |
| 30D | +6.8% | +5.0% | +1.8% | +4.5% |
| 3M | -2.8% | -9.6% | +6.8% | -0.8% |
| 6M | +20.9% | +46.8% | -25.9% | +3.9% |
| YTD | +40.2% | +41.8% | -1.6% | +19.7% |
| 1Y | +34.1% | +98.3% | -64.2% | +1.1% |
| 3Y | +164.1% | +503.1% | -338.9% | +23.6% |
| 5Y | +199.3% | +356.7% | -157.3% | +45.2% |
| 10Y | +1,218.8% | +349.8% | +869.0% | +427.6% |
| All | +1,218.8% | +375.0% | +843.8% | +427.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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