+4,773.0%
URI vs EMB
+126.0%
+4,647.1%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.5% | -6.6% | -6.5% |
| 7D | -12.9% | -0.3% | -12.6% | -12.6% |
| 30D | -3.4% | +1.1% | -4.5% | -4.7% |
| 3M | -10.0% | -2.9% | -7.1% | -6.6% |
| 6M | +12.2% | -2.1% | +14.2% | +15.2% |
| YTD | +29.8% | -1.1% | +30.9% | +31.7% |
| 1Y | +24.6% | +0.3% | +24.3% | +24.3% |
| 3Y | +137.6% | +27.7% | +109.9% | +78.5% |
| 5Y | +176.6% | +6.0% | +170.7% | +161.0% |
| 10Y | +1,402.6% | +29.1% | +1,373.4% | +1,087.4% |
| All | +4,773.0% | +126.0% | +4,647.1% | +1,279.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling