+202.1%
URI vs EXPD
+60.8%
+141.3%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.2% | -1.8% | -1.9% |
| 7D | -6.0% | -7.4% | +1.4% | -1.7% |
| 30D | +4.6% | -2.1% | +6.7% | +6.0% |
| 3M | -2.7% | +5.7% | -8.4% | -5.6% |
| 6M | +18.4% | +21.4% | -3.0% | +6.0% |
| YTD | +37.4% | +27.6% | +9.7% | +17.1% |
| 1Y | +30.4% | +36.1% | -5.8% | +6.7% |
| 3Y | +147.9% | +69.9% | +78.0% | +70.6% |
| 5Y | +202.1% | +59.7% | +142.4% | +101.4% |
| All | +202.1% | +60.8% | +141.3% | +101.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 5y: compounded portfolio wealth divided by compounded EXPD 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…
5y analysis · Full analysis span regression · 6 months rolling