+179.2%
URI vs IBN
+68.5%
+110.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -7.6% |
| 3M | -9.1% | +11.2% | -20.2% | -13.9% |
| 6M | +9.9% | +27.8% | -17.9% | -3.2% |
| YTD | +31.2% | +14.7% | +16.5% | +21.4% |
| 1Y | +25.9% | +14.4% | +11.5% | +16.5% |
| 3Y | +147.4% | +52.1% | +95.3% | +84.2% |
| All | +179.2% | +68.5% | +110.6% | +88.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling