+1,517.7%
URI vs IP
+32.8%
+1,484.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.5% | -5.9% | -5.3% |
| 7D | -4.3% | +3.4% | -7.7% | -6.5% |
| 30D | +4.6% | +11.2% | -6.6% | -2.7% |
| 3M | -2.1% | -14.8% | +12.7% | +7.3% |
| 6M | +21.9% | +17.3% | +4.6% | +5.9% |
| YTD | +39.7% | -6.2% | +45.9% | +38.5% |
| 1Y | +32.9% | +2.3% | +30.5% | +23.5% |
| 3Y | +155.8% | +17.7% | +138.1% | +92.1% |
| 5Y | +202.4% | -8.4% | +210.9% | +174.1% |
| 10Y | +1,517.7% | +32.1% | +1,485.7% | +774.7% |
| All | +1,517.7% | +32.8% | +1,484.9% | +774.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 10y: compounded portfolio wealth divided by compounded IP 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…
10y analysis · Full analysis span regression · 6 months rolling