+7,577.3%
URI vs IAG
+299.6%
+7,277.7%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -5.1% | +4.1% | -0.4% |
| 7D | +9.3% | -2.1% | +11.4% | +9.6% |
| 30D | +7.6% | -6.2% | +13.8% | +8.1% |
| 3M | +1.0% | -5.1% | +6.2% | +1.2% |
| 6M | +19.8% | -10.0% | +29.8% | +20.1% |
| YTD | +41.9% | +3.9% | +37.9% | +38.0% |
| 1Y | +33.4% | +18.9% | +14.5% | +27.4% |
| 3Y | +156.0% | +651.8% | -495.7% | +85.4% |
| 5Y | +209.5% | +416.3% | -206.7% | +124.0% |
| 10Y | +1,199.8% | +377.4% | +822.3% | +752.3% |
| All | +7,577.3% | +299.6% | +7,277.7% | +3,912.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling