+2,500.4%
URI vs INDA
+115.1%
+2,385.3%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | -2.0% | +0.7% | -2.7% | -2.5% |
| 30D | -12.9% | -0.8% | -12.2% | -12.5% |
| 3M | -6.7% | +3.9% | -10.7% | -9.5% |
| 6M | +19.0% | -0.7% | +19.7% | +19.0% |
| YTD | +25.5% | -7.7% | +33.2% | +32.2% |
| 1Y | +5.5% | -5.1% | +10.6% | +8.8% |
| 3Y | +111.3% | +13.6% | +97.7% | +89.6% |
| 5Y | +198.6% | +7.8% | +190.7% | +179.6% |
| 10Y | +1,179.9% | +84.6% | +1,095.3% | +704.2% |
| All | +2,500.4% | +115.1% | +2,385.3% | +1,289.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling