+1,210.8%
URI vs ET
+173.2%
+1,037.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.1% | +4.0% | +4.1% |
| 7D | +2.4% | +1.8% | +0.6% | +1.5% |
| 30D | +8.9% | -3.0% | +11.9% | +10.6% |
| 3M | +0.8% | -4.7% | +5.5% | +3.3% |
| 6M | +23.1% | +2.7% | +20.5% | +20.5% |
| YTD | +43.1% | +26.5% | +16.5% | +23.8% |
| 1Y | +35.7% | +25.0% | +10.7% | +18.0% |
| 3Y | +158.2% | +85.4% | +72.8% | +79.8% |
| 5Y | +212.6% | +215.5% | -2.9% | +61.7% |
| 10Y | +1,210.8% | +161.3% | +1,049.4% | +606.5% |
| All | +1,210.8% | +173.2% | +1,037.5% | +606.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ET.
Daily Out/Under-Performance
Portfolio return minus ET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ET 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 ET 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