+179.2%
URI vs KEY
+11.7%
+167.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.7% | +1.4% |
| 7D | -9.8% | -1.3% | -8.5% | -9.2% |
| 30D | +1.7% | +5.1% | -3.4% | -0.9% |
| 3M | -9.1% | -7.1% | -1.9% | -5.6% |
| 6M | +9.9% | -4.4% | +14.2% | +12.0% |
| YTD | +31.2% | +4.0% | +27.2% | +27.7% |
| 1Y | +25.9% | +23.4% | +2.5% | +11.8% |
| 3Y | +147.4% | +113.9% | +33.5% | +65.0% |
| All | +179.2% | +11.7% | +167.5% | +154.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 5y: compounded portfolio wealth divided by compounded KEY 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…
5y analysis · Full analysis span regression · 6 months rolling