+30.4%
URI vs INDA
-4.2%
+34.5%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.6% | -2.7% | -2.3% |
| 7D | -6.0% | +6.2% | -12.2% | -7.7% |
| 30D | +4.6% | +12.4% | -7.8% | +0.6% |
| 3M | -2.7% | +3.2% | -5.8% | -3.8% |
| 6M | +18.4% | +3.8% | +14.6% | +17.1% |
| YTD | +37.4% | -4.3% | +41.7% | +37.5% |
| 1Y | +30.4% | -4.5% | +34.8% | +29.5% |
| All | +30.4% | -4.2% | +34.5% | +29.5% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 1y: compounded portfolio wealth divided by compounded INDA 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…
1y analysis · Full analysis span regression · 6 months rolling