+1,157.2%
URI vs ED
+104.2%
+1,053.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | +0.4% |
| 7D | +2.5% | +0.5% | +2.0% | +2.4% |
| 30D | -12.5% | +1.1% | -13.6% | -12.7% |
| 3M | -6.2% | +4.6% | -10.8% | -6.9% |
| 6M | +25.9% | -2.0% | +27.8% | +26.1% |
| YTD | +26.2% | +11.7% | +14.5% | +23.6% |
| 1Y | +5.5% | +15.7% | -10.3% | +2.6% |
| 3Y | +125.0% | +34.4% | +90.6% | +108.6% |
| 5Y | +210.4% | +67.3% | +143.1% | +174.4% |
| 10Y | +1,157.2% | +104.0% | +1,053.2% | +1,063.2% |
| All | +1,157.2% | +104.2% | +1,053.0% | +1,063.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded ED 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling