+9.7%
URI vs EAT
+39.0%
-29.3%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.2% | +4.6% | +1.7% |
| 7D | +5.0% | -6.8% | +11.8% | +5.7% |
| 30D | -9.4% | -5.4% | -4.0% | -9.0% |
| 3M | -5.8% | +42.8% | -48.6% | -10.3% |
| 6M | +25.8% | +56.5% | -30.7% | +17.9% |
| YTD | +27.9% | +50.0% | -22.1% | +19.9% |
| 1Y | +9.7% | +38.3% | -28.6% | +4.0% |
| All | +9.7% | +39.0% | -29.3% | +4.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling