+1,157.2%
URI vs IP
+20.7%
+1,136.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.0% | +2.5% | +1.8% |
| 7D | +2.5% | +0.1% | +2.4% | +2.4% |
| 30D | -12.5% | -11.2% | -1.3% | -5.7% |
| 3M | -6.2% | +12.3% | -18.5% | -15.0% |
| 6M | +25.9% | -5.2% | +31.1% | +25.5% |
| YTD | +26.2% | -4.0% | +30.2% | +24.3% |
| 1Y | +5.5% | -19.2% | +24.7% | +15.1% |
| 3Y | +125.0% | +20.3% | +104.6% | +68.1% |
| 5Y | +210.4% | -17.5% | +227.9% | +209.0% |
| 10Y | +1,157.2% | +21.2% | +1,136.0% | +736.3% |
| All | +1,157.2% | +20.7% | +1,136.5% | +736.3% |
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