+34.4%
URI vs IT
-15.8%
+50.2%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.7% | -2.0% | -1.3% |
| 7D | +6.7% | +1.1% | +5.6% | +6.7% |
| 30D | +8.9% | -1.8% | +10.7% | +9.0% |
| 3M | +0.5% | +4.8% | -4.3% | +1.0% |
| 6M | +20.7% | +33.0% | -12.4% | +22.7% |
| YTD | +40.0% | -23.8% | +63.9% | +52.7% |
| 1Y | +34.4% | -16.5% | +50.9% | +40.3% |
| All | +34.4% | -15.8% | +50.2% | +40.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling