+33.4%
URI vs IAG
+25.8%
+7.5%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -5.1% | +4.1% | -0.5% |
| 7D | +9.3% | -2.1% | +11.4% | +9.6% |
| 30D | +7.6% | -6.2% | +13.8% | +8.2% |
| 3M | +1.0% | -5.1% | +6.2% | +1.5% |
| 6M | +19.8% | -10.0% | +29.8% | +20.4% |
| YTD | +41.9% | +3.9% | +37.9% | +38.3% |
| 1Y | +33.4% | +18.9% | +14.5% | +23.4% |
| All | +33.4% | +25.8% | +7.5% | +23.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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