+34.4%
URI vs IRE
-97.6%
+132.0%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -14.4% | +13.1% | -0.5% |
| 7D | +6.7% | -31.8% | +38.6% | +8.7% |
| 30D | +8.9% | -71.8% | +80.6% | +14.0% |
| 3M | +0.5% | -88.9% | +89.4% | +9.1% |
| 6M | +20.7% | -95.4% | +116.0% | +32.9% |
| YTD | +40.0% | -94.2% | +134.3% | +44.3% |
| 1Y | +34.4% | -97.1% | +131.5% | +39.6% |
| All | +34.4% | -97.6% | +132.0% | +39.6% |
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