+7,210.0%
URI vs EFX
+1,105.2%
+6,104.8%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.2% | +3.3% | +2.4% |
| 7D | -9.8% | +2.7% | -12.5% | -11.4% |
| 30D | +1.7% | +33.1% | -31.4% | -14.7% |
| 3M | -9.1% | +8.2% | -17.2% | -14.9% |
| 6M | +9.9% | +10.2% | -0.3% | -1.1% |
| YTD | +31.2% | -11.8% | +43.0% | +31.9% |
| 1Y | +25.9% | -6.1% | +32.0% | +21.8% |
| 3Y | +147.4% | +7.5% | +139.9% | +109.0% |
| 5Y | +179.7% | -30.7% | +210.4% | +202.2% |
| 10Y | +1,419.5% | +68.7% | +1,350.8% | +766.8% |
| All | +7,210.0% | +1,105.2% | +6,104.8% | +1,296.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling