+179.2%
URI vs IBB
+37.5%
+141.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.7% | -0.6% | -0.1% |
| 7D | -9.8% | -1.8% | -8.0% | -8.6% |
| 30D | +1.7% | +5.1% | -3.3% | -1.9% |
| 3M | -9.1% | +10.7% | -19.8% | -16.4% |
| 6M | +9.9% | +22.9% | -13.0% | -7.1% |
| YTD | +31.2% | +26.7% | +4.5% | +7.4% |
| 1Y | +25.9% | +35.1% | -9.2% | -2.3% |
| 3Y | +147.4% | +80.2% | +67.2% | +49.8% |
| All | +179.2% | +37.5% | +141.7% | +88.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling