+5,964.0%
URI vs IBB
+554.8%
+5,409.2%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -5.0% | -2.1% | -3.0% |
| 7D | -12.9% | -3.6% | -9.3% | -10.3% |
| 30D | -3.4% | +3.4% | -6.8% | -6.3% |
| 3M | -10.0% | +9.5% | -19.5% | -17.7% |
| 6M | +12.2% | +23.3% | -11.1% | -7.5% |
| YTD | +29.8% | +24.5% | +5.2% | +5.0% |
| 1Y | +24.6% | +32.9% | -8.3% | -4.7% |
| 3Y | +137.6% | +76.6% | +61.0% | +41.5% |
| 5Y | +176.6% | +35.5% | +141.1% | +104.4% |
| 10Y | +1,402.6% | +156.7% | +1,245.8% | +525.8% |
| All | +5,964.0% | +554.8% | +5,409.2% | +810.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling