+21.9%
URI vs KEY
+1.1%
+20.9%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.5% | -5.9% | -4.9% |
| 7D | -4.3% | +1.7% | -6.0% | -4.9% |
| 30D | +4.6% | +6.8% | -2.2% | +2.2% |
| 3M | -2.1% | -5.8% | +3.7% | -0.5% |
| 6M | +21.9% | +1.4% | +20.5% | +20.2% |
| All | +21.9% | +1.1% | +20.9% | +20.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling