+179.2%
URI vs LEN
-4.6%
+183.8%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.1% | +4.2% | +2.6% |
| 7D | -9.8% | +2.1% | -11.9% | -11.2% |
| 30D | +1.7% | +16.6% | -14.8% | -6.5% |
| 3M | -9.1% | +5.3% | -14.4% | -12.7% |
| 6M | +9.9% | -0.8% | +10.6% | +7.9% |
| YTD | +31.2% | -11.7% | +43.0% | +35.9% |
| 1Y | +25.9% | -24.6% | +50.5% | +41.0% |
| 3Y | +147.4% | -18.7% | +166.1% | +150.7% |
| All | +179.2% | -4.6% | +183.8% | +139.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LEN.
Daily Out/Under-Performance
Portfolio return minus LEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LEN 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 LEN 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