+1,135.8%
URI vs ET
+160.8%
+975.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.1% | -1.2% | -1.2% |
| 7D | +6.7% | +2.5% | +4.2% | +5.2% |
| 30D | +8.9% | -2.5% | +11.3% | +10.2% |
| 3M | +0.5% | -4.9% | +5.4% | +3.1% |
| 6M | +20.7% | -0.1% | +20.7% | +19.9% |
| YTD | +40.0% | +26.2% | +13.8% | +21.3% |
| 1Y | +34.4% | +25.2% | +9.2% | +16.8% |
| 3Y | +149.5% | +84.2% | +65.3% | +74.3% |
| 5Y | +205.6% | +216.1% | -10.5% | +57.8% |
| All | +1,135.8% | +160.8% | +975.0% | +563.1% |
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