+33.1%
URI vs GH
+62.0%
-28.9%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +5.2% | +1.6% | +6.4% |
| 7D | -4.0% | -7.0% | +3.0% | -3.5% |
| 30D | +6.8% | -5.2% | +12.0% | +7.3% |
| 3M | -2.8% | -5.8% | +2.9% | -2.4% |
| 6M | +20.9% | +65.9% | -45.1% | +17.5% |
| YTD | +40.2% | +55.5% | -15.2% | +34.6% |
| All | +33.1% | +62.0% | -28.9% | +26.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GH.
Daily Out/Under-Performance
Portfolio return minus GH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GH 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 GH 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