+210.4%
URI vs IBN
+56.7%
+153.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.5% | +3.1% | +1.7% |
| 7D | +2.5% | -2.2% | +4.7% | +3.5% |
| 30D | -12.5% | -2.3% | -10.3% | -11.7% |
| 3M | -6.2% | +15.9% | -22.1% | -13.0% |
| 6M | +25.9% | +5.6% | +20.3% | +21.8% |
| YTD | +26.2% | -0.1% | +26.3% | +25.1% |
| 1Y | +5.5% | -6.5% | +12.0% | +7.7% |
| 3Y | +125.0% | +29.3% | +95.7% | +85.4% |
| 5Y | +210.4% | +56.6% | +153.9% | +119.9% |
| All | +210.4% | +56.7% | +153.7% | +119.9% |
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 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