+149.5%
URI vs IBN
+57.3%
+92.1%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.4% | -1.7% | -1.4% |
| 7D | +6.7% | +1.9% | +4.9% | +6.3% |
| 30D | +8.9% | +22.1% | -13.2% | +3.2% |
| 3M | +0.5% | +17.1% | -16.6% | -3.7% |
| 6M | +20.7% | +35.5% | -14.9% | +10.4% |
| YTD | +40.0% | +16.8% | +23.2% | +33.2% |
| 1Y | +34.4% | +12.4% | +22.0% | +29.3% |
| 3Y | +149.5% | +58.0% | +91.4% | +109.7% |
| All | +149.5% | +57.3% | +92.1% | +109.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling