+5.5%
URI vs FND
-44.9%
+50.4%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.6% | +5.1% | +1.8% |
| 7D | +2.5% | +0.4% | +2.1% | +2.4% |
| 30D | -12.5% | -23.6% | +11.0% | -6.0% |
| 3M | -6.2% | +4.3% | -10.5% | -8.7% |
| 6M | +25.9% | -20.3% | +46.1% | +34.7% |
| YTD | +26.2% | -21.3% | +47.5% | +35.9% |
| 1Y | +5.5% | -45.4% | +50.9% | +26.7% |
| All | +5.5% | -44.9% | +50.4% | +26.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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