+6,893.4%
URI vs IT
+479.7%
+6,413.8%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -4.6% | +6.2% | +3.3% |
| 7D | -2.0% | -6.0% | +4.1% | +0.2% |
| 30D | -12.9% | 0.0% | -13.0% | -13.4% |
| 3M | -6.7% | +13.1% | -19.8% | -13.7% |
| 6M | +19.0% | +11.7% | +7.3% | +8.5% |
| YTD | +25.5% | -26.1% | +51.6% | +32.2% |
| 1Y | +5.5% | -21.3% | +26.8% | +7.3% |
| 3Y | +111.3% | -46.7% | +158.1% | +144.7% |
| 5Y | +198.6% | -40.5% | +239.1% | +230.5% |
| 10Y | +1,179.9% | +103.9% | +1,076.0% | +795.1% |
| All | +6,893.4% | +479.7% | +6,413.8% | +2,611.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling