+6,893.4%
URI vs EAT
+4,593.4%
+2,300.0%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.6% | +1.0% | +1.4% |
| 7D | -2.0% | 0.0% | -2.0% | -2.0% |
| 30D | -12.9% | +1.9% | -14.8% | -14.1% |
| 3M | -6.7% | +68.7% | -75.4% | -24.7% |
| 6M | +19.0% | +66.9% | -47.9% | -5.2% |
| YTD | +25.5% | +60.4% | -34.9% | +0.8% |
| 1Y | +5.5% | +44.0% | -38.5% | -12.9% |
| 3Y | +111.3% | +604.7% | -493.4% | -14.1% |
| 5Y | +198.6% | +347.0% | -148.5% | +35.2% |
| 10Y | +1,179.9% | +390.8% | +789.2% | +338.0% |
| All | +6,893.4% | +4,593.4% | +2,300.0% | +664.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling