+1,340.7%
URI vs IBN
+367.6%
+973.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +4.2% | -3.1% | -0.8% |
| 7D | -9.8% | +15.1% | -24.9% | -15.7% |
| 30D | +1.7% | +21.6% | -19.9% | -7.5% |
| 3M | -9.1% | +11.2% | -20.2% | -13.9% |
| 6M | +9.9% | +27.8% | -17.9% | -2.8% |
| YTD | +31.2% | +14.7% | +16.5% | +21.5% |
| 1Y | +25.9% | +14.4% | +11.5% | +16.7% |
| 3Y | +147.4% | +52.1% | +95.3% | +95.1% |
| 5Y | +179.7% | +70.7% | +109.0% | +107.7% |
| All | +1,340.7% | +367.6% | +973.1% | +599.9% |
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