+1,218.8%
URI vs IBN
+368.7%
+850.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +1.7% | +5.2% | +6.1% |
| 7D | -4.0% | +14.6% | -18.6% | -10.0% |
| 30D | +6.8% | +23.5% | -16.7% | -3.4% |
| 3M | -2.8% | +14.0% | -16.8% | -9.0% |
| 6M | +20.9% | +31.1% | -10.3% | +5.8% |
| YTD | +40.2% | +16.6% | +23.7% | +29.1% |
| 1Y | +34.1% | +14.9% | +19.2% | +24.2% |
| 3Y | +164.1% | +56.9% | +107.3% | +106.1% |
| 5Y | +199.3% | +69.7% | +129.7% | +123.9% |
| 10Y | +1,218.8% | +365.4% | +853.5% | +543.5% |
| All | +1,218.8% | +368.7% | +850.2% | +543.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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