+2,805.1%
URI vs INDA
+121.6%
+2,683.5%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +1.0% | +5.9% | +6.1% |
| 7D | -4.0% | +6.1% | -10.1% | -8.2% |
| 30D | +6.8% | +11.7% | -4.9% | -1.6% |
| 3M | -2.8% | +2.1% | -4.9% | -4.5% |
| 6M | +20.9% | +3.2% | +17.7% | +17.6% |
| YTD | +40.2% | -4.9% | +45.1% | +44.3% |
| 1Y | +34.1% | -4.4% | +38.4% | +37.3% |
| 3Y | +164.1% | +17.6% | +146.6% | +130.6% |
| 5Y | +199.3% | +9.9% | +189.5% | +176.1% |
| 10Y | +1,218.8% | +102.7% | +1,116.1% | +677.4% |
| All | +2,805.1% | +121.6% | +2,683.5% | +1,416.2% |
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