+9.7%
URI vs ET
+35.5%
-25.8%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.5% | +1.3% |
| 7D | +5.0% | +0.6% | +4.3% | +5.0% |
| 30D | -9.4% | +5.3% | -14.7% | -9.6% |
| 3M | -5.8% | +15.6% | -21.5% | -6.5% |
| 6M | +25.8% | +20.6% | +5.2% | +23.0% |
| YTD | +27.9% | +38.5% | -10.6% | +21.5% |
| 1Y | +9.7% | +35.7% | -26.0% | +2.4% |
| All | +9.7% | +35.5% | -25.8% | +2.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling