+7,551.9%
URI vs EAT
+3,878.5%
+3,673.4%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.1% | +2.1% | -0.5% |
| 7D | -6.0% | -5.9% | -0.1% | -4.0% |
| 30D | +4.6% | +0.7% | +3.9% | +3.6% |
| 3M | -2.7% | -14.2% | +11.5% | +1.5% |
| 6M | +18.4% | +40.7% | -22.3% | +1.1% |
| YTD | +37.4% | +36.0% | +1.4% | +16.2% |
| 1Y | +30.4% | +83.1% | -52.7% | -2.6% |
| 3Y | +147.9% | +474.8% | -326.9% | +8.4% |
| 5Y | +202.1% | +347.6% | -145.5% | +35.6% |
| 10Y | +1,182.4% | +321.5% | +860.9% | +359.8% |
| All | +7,551.9% | +3,878.5% | +3,673.4% | +781.9% |
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