+30.4%
URI vs GD
+8.1%
+22.2%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.5% | -3.5% | -2.7% |
| 7D | -6.0% | -1.9% | -4.1% | -5.3% |
| 30D | +4.6% | +10.9% | -6.3% | +1.0% |
| 3M | -2.7% | -6.8% | +4.1% | -0.4% |
| 6M | +18.4% | +7.0% | +11.4% | +15.7% |
| YTD | +37.4% | +11.1% | +26.2% | +31.3% |
| 1Y | +30.4% | +7.0% | +23.3% | +26.9% |
| All | +30.4% | +8.1% | +22.2% | +26.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 GD 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