+1,271.8%
URI vs EFX
+38.5%
+1,233.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.1% | +3.4% | +2.3% |
| 7D | +5.0% | -9.4% | +14.4% | +9.7% |
| 30D | -9.4% | -6.9% | -2.5% | -6.9% |
| 3M | -5.8% | +0.1% | -5.9% | -8.1% |
| 6M | +25.8% | -17.3% | +43.2% | +33.9% |
| YTD | +27.9% | -21.8% | +49.7% | +38.5% |
| 1Y | +9.7% | -32.5% | +42.3% | +27.7% |
| 3Y | +128.0% | -12.3% | +140.3% | +121.3% |
| 5Y | +212.4% | -36.6% | +249.0% | +252.0% |
| 10Y | +1,271.8% | +41.0% | +1,230.8% | +875.8% |
| All | +1,271.8% | +38.5% | +1,233.3% | +875.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 EFX 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