+35.9%
URI vs IRE
-97.4%
+133.4%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +12.1% | -8.0% | +3.5% |
| 7D | +2.6% | -15.1% | +17.7% | +2.8% |
| 30D | +9.1% | -71.4% | +80.4% | +14.0% |
| 3M | +1.0% | -81.2% | +82.1% | +6.8% |
| 6M | +23.3% | -93.7% | +117.1% | +34.0% |
| YTD | +43.3% | -92.2% | +135.5% | +45.5% |
| 1Y | +35.9% | -97.3% | +133.2% | +40.6% |
| All | +35.9% | -97.4% | +133.4% | +40.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 1y: compounded portfolio wealth divided by compounded IRE 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…
1y analysis · Full analysis span regression · 6 months rolling