+5,767.0%
URI vs IBB
+560.8%
+5,206.2%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.9% | +2.5% | +2.3% |
| 7D | -2.0% | +1.4% | -3.4% | -3.2% |
| 30D | -12.9% | +10.5% | -23.4% | -20.4% |
| 3M | -6.7% | +23.6% | -30.4% | -22.7% |
| 6M | +19.0% | +22.6% | -3.6% | -1.4% |
| YTD | +25.5% | +25.7% | -0.1% | +1.5% |
| 1Y | +5.5% | +51.4% | -45.8% | -27.3% |
| 3Y | +111.3% | +64.4% | +46.9% | +34.8% |
| 5Y | +198.6% | +22.1% | +176.4% | +141.9% |
| 10Y | +1,179.9% | +132.5% | +1,047.4% | +481.3% |
| All | +5,767.0% | +560.8% | +5,206.2% | +779.6% |
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