+120.5%
URI vs IBN
+32.1%
+88.5%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.3% | +1.8% |
| 7D | -2.0% | +1.4% | -3.4% | -2.4% |
| 30D | -12.9% | -0.3% | -12.6% | -12.9% |
| 3M | -6.7% | +17.1% | -23.8% | -11.7% |
| 6M | +19.0% | +3.4% | +15.6% | +17.0% |
| YTD | +25.5% | +2.5% | +23.0% | +23.5% |
| 1Y | +5.5% | -4.2% | +9.7% | +5.9% |
| All | +120.5% | +32.1% | +88.5% | +82.2% |
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