+1,213.1%
URI vs EMB
+36.3%
+1,176.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.1% | +4.1% | +4.0% |
| 7D | +2.6% | -0.4% | +3.0% | +3.4% |
| 30D | +9.1% | +1.5% | +7.5% | +6.4% |
| 3M | +1.0% | -1.6% | +2.6% | +3.8% |
| 6M | +23.3% | -1.5% | +24.8% | +26.6% |
| YTD | +43.3% | -0.1% | +43.4% | +43.6% |
| 1Y | +35.9% | +0.5% | +35.4% | +35.0% |
| 3Y | +158.6% | +30.2% | +128.4% | +68.3% |
| 5Y | +213.1% | +8.6% | +204.5% | +184.2% |
| 10Y | +1,213.1% | +36.9% | +1,176.2% | +891.7% |
| All | +1,213.1% | +36.3% | +1,176.8% | +891.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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