+20,746.0%
URI vs HBM
+443.9%
+20,302.0%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.6% | -0.5% | +0.6% |
| 7D | -9.8% | -3.6% | -6.1% | -8.7% |
| 30D | +1.7% | -19.2% | +20.9% | +8.7% |
| 3M | -9.1% | -20.5% | +11.5% | -2.9% |
| 6M | +9.9% | -12.8% | +22.7% | +10.7% |
| YTD | +31.2% | +5.4% | +25.8% | +20.2% |
| 1Y | +25.9% | +33.0% | -7.0% | +6.1% |
| 3Y | +147.4% | +357.3% | -209.9% | +25.1% |
| 5Y | +179.7% | +210.4% | -30.6% | +49.8% |
| 10Y | +1,419.5% | +387.1% | +1,032.4% | +436.2% |
| All | +20,746.0% | +443.9% | +20,302.0% | +5,139.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling