+6,483.8%
URI vs EFV
+249.8%
+6,234.0%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +2.7% | +4.2% | +3.5% |
| 7D | -4.0% | +1.7% | -5.8% | -6.2% |
| 30D | +6.8% | +3.4% | +3.4% | +2.3% |
| 3M | -2.8% | -1.7% | -1.1% | -1.0% |
| 6M | +20.9% | +6.4% | +14.5% | +11.1% |
| YTD | +40.2% | +16.3% | +24.0% | +14.6% |
| 1Y | +34.1% | +22.9% | +11.2% | +2.3% |
| 3Y | +164.1% | +92.8% | +71.3% | +14.4% |
| 5Y | +199.3% | +93.5% | +105.8% | +31.6% |
| 10Y | +1,218.8% | +162.1% | +1,056.7% | +343.3% |
| All | +6,483.8% | +249.8% | +6,234.0% | +1,165.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV 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 EFV 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