+7,712.8%
URI vs IT
+494.0%
+7,218.8%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +0.5% | +6.4% | +6.7% |
| 7D | -4.0% | -18.8% | +14.8% | +3.2% |
| 30D | +6.8% | -0.1% | +6.9% | +6.0% |
| 3M | -2.8% | +2.9% | -5.7% | -5.7% |
| 6M | +20.9% | +20.4% | +0.5% | +6.7% |
| YTD | +40.2% | -24.3% | +64.5% | +44.2% |
| 1Y | +34.1% | -17.2% | +51.2% | +32.8% |
| 3Y | +164.1% | -52.4% | +216.5% | +216.5% |
| 5Y | +199.3% | -43.7% | +243.0% | +233.9% |
| 10Y | +1,218.8% | +90.3% | +1,128.5% | +829.2% |
| All | +7,712.8% | +494.0% | +7,218.8% | +2,856.2% |
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