+179.2%
URI vs EAT
+361.6%
-182.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.9% | +4.0% | +1.9% |
| 7D | -9.8% | -2.6% | -7.1% | -9.2% |
| 30D | +1.7% | +11.5% | -9.7% | -1.6% |
| 3M | -9.1% | -9.1% | +0.1% | -7.6% |
| 6M | +9.9% | +40.4% | -30.6% | -1.7% |
| YTD | +31.2% | +43.9% | -12.7% | +14.9% |
| 1Y | +25.9% | +101.9% | -76.0% | -1.1% |
| 3Y | +147.4% | +489.9% | -342.5% | +23.9% |
| All | +179.2% | +361.6% | -182.5% | +41.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling