+857.8%
URI vs FND
+66.0%
+791.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.7% | -0.1% | +0.9% |
| 7D | -2.0% | -5.2% | +3.2% | 0.0% |
| 30D | -12.9% | -19.9% | +6.9% | -5.4% |
| 3M | -6.7% | +2.7% | -9.5% | -9.1% |
| 6M | +19.0% | -21.7% | +40.7% | +27.8% |
| YTD | +25.5% | -17.5% | +43.0% | +31.6% |
| 1Y | +5.5% | -39.3% | +44.8% | +24.2% |
| 3Y | +111.3% | -49.8% | +161.1% | +156.2% |
| 5Y | +198.6% | -60.1% | +258.6% | +273.5% |
| All | +857.8% | +66.0% | +791.8% | +586.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling