+25.9%
URI vs FE
+6.2%
+19.8%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.6% | +1.3% |
| 7D | -9.8% | 0.0% | -9.7% | -9.8% |
| 30D | +1.7% | +5.2% | -3.4% | +0.4% |
| 3M | -9.1% | 0.0% | -9.0% | -8.9% |
| 6M | +9.9% | +5.0% | +4.8% | +8.0% |
| YTD | +31.2% | +7.9% | +23.3% | +36.2% |
| 1Y | +25.9% | +6.3% | +19.6% | +31.7% |
| All | +25.9% | +6.2% | +19.8% | +31.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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