+24.6%
URI vs GD
+6.0%
+18.6%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -2.3% | -4.8% | -6.2% |
| 7D | -12.9% | -3.9% | -9.0% | -11.5% |
| 30D | -3.4% | +8.1% | -11.5% | -5.7% |
| 3M | -10.0% | -6.8% | -3.3% | -7.7% |
| 6M | +12.2% | +3.0% | +9.2% | +11.4% |
| YTD | +29.8% | +7.8% | +22.0% | +26.0% |
| 1Y | +24.6% | +5.8% | +18.8% | +21.9% |
| All | +24.6% | +6.0% | +18.6% | +21.9% |
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