+5.5%
URI vs FTI
+108.8%
-103.2%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.6% |
| 7D | -2.0% | +5.3% | -7.3% | -2.3% |
| 30D | -12.9% | +15.3% | -28.3% | -13.5% |
| 3M | -6.7% | +15.8% | -22.5% | -7.4% |
| 6M | +19.0% | +22.6% | -3.6% | +17.6% |
| YTD | +25.5% | +79.5% | -54.0% | +27.4% |
| 1Y | +5.5% | +102.0% | -96.5% | +14.7% |
| All | +5.5% | +108.8% | -103.2% | +14.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FTI.
Daily Out/Under-Performance
Portfolio return minus FTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTI 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 FTI 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