+33.1%
URI vs HBM
+36.9%
-3.8%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +9.0% | -2.1% | +5.6% |
| 7D | -4.0% | +5.0% | -9.0% | -4.7% |
| 30D | +6.8% | -12.7% | +19.5% | +8.3% |
| 3M | -2.8% | -17.4% | +14.6% | -0.9% |
| 6M | +20.9% | -8.9% | +29.7% | +20.7% |
| YTD | +40.2% | +14.9% | +25.3% | +26.8% |
| All | +33.1% | +36.9% | -3.8% | +13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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