+1,157.2%
URI vs IBB
+122.6%
+1,034.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.2% | +2.7% | +2.2% |
| 7D | +2.5% | -1.7% | +4.2% | +3.8% |
| 30D | -12.5% | +4.9% | -17.4% | -16.3% |
| 3M | -6.2% | +24.2% | -30.4% | -21.9% |
| 6M | +25.9% | +23.8% | +2.0% | +4.3% |
| YTD | +26.2% | +23.0% | +3.2% | +4.7% |
| 1Y | +5.5% | +46.2% | -40.7% | -24.3% |
| 3Y | +125.0% | +64.8% | +60.2% | +45.0% |
| 5Y | +210.4% | +20.9% | +189.5% | +155.8% |
| 10Y | +1,157.2% | +121.6% | +1,035.6% | +459.7% |
| All | +1,157.2% | +122.6% | +1,034.5% | +459.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 10y: compounded portfolio wealth divided by compounded IBB 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…
10y analysis · Full analysis span regression · 6 months rolling