+7,210.0%
URI vs IT
+491.1%
+6,718.9%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -4.0% | +5.2% | +2.6% |
| 7D | -9.8% | -16.9% | +7.1% | -3.9% |
| 30D | +1.7% | +2.3% | -0.6% | 0.0% |
| 3M | -9.1% | +2.9% | -11.9% | -11.8% |
| 6M | +9.9% | +25.9% | -16.0% | -4.7% |
| YTD | +31.2% | -24.6% | +55.9% | +35.1% |
| 1Y | +25.9% | -16.0% | +42.0% | +24.0% |
| 3Y | +147.4% | -51.6% | +199.0% | +194.3% |
| 5Y | +179.7% | -42.6% | +222.4% | +209.7% |
| 10Y | +1,419.5% | +103.6% | +1,316.0% | +947.6% |
| All | +7,210.0% | +491.1% | +6,718.9% | +2,670.6% |
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