+1,210.8%
URI vs EMB
+36.3%
+1,174.5%
-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 | +2.4% | -0.4% | +2.8% | +3.2% |
| 30D | +8.9% | +1.5% | +7.3% | +6.2% |
| 3M | +0.8% | -1.6% | +2.4% | +3.6% |
| 6M | +23.1% | -1.5% | +24.6% | +26.4% |
| YTD | +43.1% | -0.1% | +43.1% | +43.4% |
| 1Y | +35.7% | +0.5% | +35.2% | +34.7% |
| 3Y | +158.2% | +30.2% | +128.0% | +68.0% |
| 5Y | +212.6% | +8.6% | +204.0% | +183.7% |
| 10Y | +1,210.8% | +36.9% | +1,173.9% | +890.0% |
| All | +1,210.8% | +36.3% | +1,174.5% | +890.0% |
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