+1,151.9%
URI vs IT
+88.7%
+1,063.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.1% | +0.1% | -0.5% |
| 7D | +9.3% | -3.7% | +13.0% | +11.1% |
| 30D | +7.6% | -3.1% | +10.7% | +8.0% |
| 3M | +1.0% | +6.3% | -5.3% | -4.2% |
| 6M | +19.8% | +24.8% | -4.9% | +0.2% |
| YTD | +41.9% | -24.4% | +66.2% | +51.0% |
| 1Y | +33.4% | -17.1% | +50.5% | +33.9% |
| 3Y | +156.0% | -53.6% | +209.7% | +250.9% |
| 5Y | +209.5% | -42.5% | +252.1% | +255.6% |
| All | +1,151.9% | +88.7% | +1,063.2% | +537.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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