+470.1%
URI vs JAAA
+29.3%
+440.8%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +5.0% | +0.1% | +4.9% | +4.7% |
| 30D | -9.4% | +0.5% | -9.9% | -10.4% |
| 3M | -5.8% | +1.2% | -7.1% | -8.7% |
| 6M | +25.8% | +2.7% | +23.1% | +17.8% |
| YTD | +27.9% | +3.2% | +24.7% | +18.4% |
| 1Y | +9.7% | +4.8% | +4.9% | -2.1% |
| 3Y | +128.0% | +19.0% | +109.0% | +71.8% |
| 5Y | +212.4% | +26.8% | +185.6% | +116.5% |
| All | +470.1% | +29.3% | +440.8% | +242.9% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 JAAA 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