+1,210.8%
URI vs EXEL
+354.7%
+856.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.2% | +4.0% | +4.1% |
| 7D | +2.4% | -2.8% | +5.2% | +3.1% |
| 30D | +8.9% | +18.2% | -9.3% | +5.1% |
| 3M | +0.8% | +37.7% | -36.9% | -6.0% |
| 6M | +23.1% | +42.2% | -19.1% | +13.7% |
| YTD | +43.1% | +61.3% | -18.3% | +27.9% |
| 1Y | +35.7% | +64.5% | -28.8% | +20.7% |
| 3Y | +158.2% | +236.7% | -78.5% | +87.9% |
| 5Y | +212.6% | +296.3% | -83.7% | +114.7% |
| 10Y | +1,210.8% | +331.1% | +879.7% | +761.2% |
| All | +1,210.8% | +354.7% | +856.1% | +761.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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