+33.1%
URI vs FTI
+48.6%
-15.5%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +0.7% | +6.2% | +6.8% |
| 7D | -4.0% | -4.3% | +0.3% | -3.4% |
| 30D | +6.8% | -8.0% | +14.8% | +7.9% |
| 3M | -2.8% | -8.0% | +5.2% | -1.7% |
| 6M | +20.9% | -8.7% | +29.5% | +21.9% |
| YTD | +40.2% | +43.9% | -3.6% | +18.9% |
| All | +33.1% | +48.6% | -15.5% | +10.0% |
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