+6,922.7%
URI vs IBN
+1,532.9%
+5,389.8%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -11.6% |
| 6M | +19.0% | +3.4% | +15.6% | +17.3% |
| YTD | +25.5% | +2.5% | +23.0% | +23.9% |
| 1Y | +5.5% | -4.2% | +9.7% | +6.3% |
| 3Y | +111.3% | +32.4% | +78.9% | +89.6% |
| 5Y | +198.6% | +59.2% | +139.4% | +151.8% |
| 10Y | +1,179.9% | +345.7% | +834.2% | +650.6% |
| All | +6,922.7% | +1,532.9% | +5,389.8% | +2,457.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling