+7,240.6%
URI vs IBN
+1,726.4%
+5,514.2%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +4.2% | -3.1% | -0.2% |
| 7D | -9.8% | +15.1% | -24.9% | -14.1% |
| 30D | +1.7% | +21.6% | -19.9% | -4.9% |
| 3M | -9.1% | +11.2% | -20.2% | -12.6% |
| 6M | +9.9% | +27.8% | -17.9% | +0.8% |
| YTD | +31.2% | +14.7% | +16.5% | +24.4% |
| 1Y | +25.9% | +14.4% | +11.5% | +19.4% |
| 3Y | +147.4% | +52.1% | +95.3% | +111.2% |
| 5Y | +179.7% | +70.7% | +109.0% | +130.2% |
| 10Y | +1,419.5% | +385.5% | +1,034.0% | +765.4% |
| All | +7,240.6% | +1,726.4% | +5,514.2% | +2,466.5% |
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