+210.4%
URI vs INDA
+7.2%
+203.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.6% | +2.2% | +1.8% |
| 7D | +2.5% | -1.0% | +3.5% | +3.3% |
| 30D | -12.5% | -2.5% | -10.0% | -10.8% |
| 3M | -6.2% | +4.0% | -10.2% | -9.4% |
| 6M | +25.9% | -1.8% | +27.7% | +27.0% |
| YTD | +26.2% | -9.2% | +35.4% | +36.2% |
| 1Y | +5.5% | -7.2% | +12.7% | +11.4% |
| 3Y | +125.0% | +9.8% | +115.1% | +96.5% |
| 5Y | +210.4% | +7.5% | +202.9% | +164.1% |
| All | +210.4% | +7.2% | +203.2% | +164.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling