+1,213.1%
URI vs IBB
+133.2%
+1,079.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.4% | +3.7% | +3.8% |
| 7D | +2.6% | -1.4% | +3.9% | +3.9% |
| 30D | +9.1% | +6.8% | +2.3% | +3.7% |
| 3M | +1.0% | +9.2% | -8.2% | -6.6% |
| 6M | +23.3% | +28.3% | -5.0% | 0.0% |
| YTD | +43.3% | +29.4% | +13.9% | +14.3% |
| 1Y | +35.9% | +33.2% | +2.8% | +5.8% |
| 3Y | +158.6% | +90.2% | +68.5% | +48.9% |
| 5Y | +213.1% | +44.0% | +169.1% | +124.2% |
| 10Y | +1,213.1% | +133.1% | +1,080.0% | +530.9% |
| All | +1,213.1% | +133.2% | +1,079.9% | +530.9% |
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