+147.4%
URI vs FND
-36.7%
+184.1%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.6% | +1.3% |
| 7D | -9.8% | +7.7% | -17.5% | -12.3% |
| 30D | +1.7% | +11.9% | -10.1% | -2.5% |
| 3M | -9.1% | -14.6% | +5.5% | -4.7% |
| 6M | +9.9% | +0.5% | +9.4% | +7.1% |
| YTD | +31.2% | -15.8% | +47.0% | +36.1% |
| 1Y | +25.9% | -12.9% | +38.9% | +28.6% |
| 3Y | +147.4% | -34.2% | +181.5% | +155.5% |
| All | +147.4% | -36.7% | +184.1% | +155.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling