+176.6%
URI vs KEY
+12.4%
+164.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -2.7% | -4.4% | -5.7% |
| 7D | -12.9% | -2.5% | -10.5% | -11.7% |
| 30D | -3.4% | +4.1% | -7.5% | -5.4% |
| 3M | -10.0% | -8.4% | -1.7% | -5.9% |
| 6M | +12.2% | -2.3% | +14.5% | +13.1% |
| YTD | +29.8% | +4.6% | +25.2% | +25.9% |
| 1Y | +24.6% | +24.6% | 0.0% | +10.1% |
| 3Y | +137.6% | +112.8% | +24.8% | +58.9% |
| 5Y | +176.6% | +12.9% | +163.7% | +151.1% |
| All | +176.6% | +12.4% | +164.3% | +151.1% |
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