+7,128.3%
URI vs GD
+2,872.2%
+4,256.1%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -2.3% | -4.8% | -5.5% |
| 7D | -12.9% | -3.9% | -9.0% | -10.4% |
| 30D | -3.4% | +8.1% | -11.5% | -8.5% |
| 3M | -10.0% | -6.8% | -3.3% | -5.7% |
| 6M | +12.2% | +3.0% | +9.2% | +8.9% |
| YTD | +29.8% | +7.8% | +22.0% | +21.2% |
| 1Y | +24.6% | +5.8% | +18.8% | +17.8% |
| 3Y | +137.6% | +55.3% | +82.3% | +70.0% |
| 5Y | +176.6% | +96.7% | +79.9% | +66.5% |
| 10Y | +1,402.6% | +195.4% | +1,207.2% | +616.8% |
| All | +7,128.3% | +2,872.2% | +4,256.1% | +1,488.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling