+1,151.9%
URI vs ED
+143.7%
+1,008.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.1% | -1.1% | -1.0% |
| 7D | +9.3% | -1.7% | +11.0% | +9.6% |
| 30D | +7.6% | +10.7% | -3.1% | +5.7% |
| 3M | +1.0% | +11.6% | -10.6% | -0.9% |
| 6M | +19.8% | +13.5% | +6.3% | +17.1% |
| YTD | +41.9% | +23.1% | +18.7% | +36.4% |
| 1Y | +33.4% | +23.1% | +10.3% | +28.2% |
| 3Y | +156.0% | +47.9% | +108.1% | +132.6% |
| 5Y | +209.5% | +83.9% | +125.6% | +167.2% |
| All | +1,151.9% | +143.7% | +1,008.1% | +1,072.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling