+209.5%
URI vs EMB
+7.3%
+202.2%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.2% | +0.2% |
| 7D | +9.3% | -0.7% | +10.0% | +10.6% |
| 30D | +7.6% | +0.5% | +7.1% | +6.9% |
| 3M | +1.0% | -2.5% | +3.5% | +5.1% |
| 6M | +19.8% | -2.0% | +21.9% | +23.8% |
| YTD | +41.9% | -0.9% | +42.7% | +43.9% |
| 1Y | +33.4% | -0.3% | +33.7% | +34.3% |
| 3Y | +156.0% | +29.2% | +126.8% | +78.5% |
| 5Y | +209.5% | +7.4% | +202.1% | +168.0% |
| All | +209.5% | +7.3% | +202.2% | +168.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling