+149.5%
URI vs FTI
+212.2%
-62.7%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.1% | -3.3% | -2.0% |
| 7D | +6.7% | +4.3% | +2.4% | +5.1% |
| 30D | +8.9% | -4.7% | +13.5% | +10.4% |
| 3M | +0.5% | -13.5% | +14.1% | +5.6% |
| 6M | +20.7% | -8.7% | +29.4% | +23.2% |
| YTD | +40.0% | +49.0% | -9.0% | +14.3% |
| 1Y | +34.4% | +54.0% | -19.6% | +7.9% |
| 3Y | +149.5% | +211.6% | -62.1% | +41.4% |
| All | +149.5% | +212.2% | -62.7% | +41.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling