+1,182.4%
URI vs MDY
+171.2%
+1,011.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.3% | -1.7% | -1.6% |
| 7D | -6.0% | 0.0% | -6.0% | -5.8% |
| 30D | +4.6% | +1.0% | +3.6% | +3.4% |
| 3M | -2.7% | -4.1% | +1.4% | +3.8% |
| 6M | +18.4% | +0.6% | +17.7% | +17.8% |
| YTD | +37.4% | +12.9% | +24.4% | +15.9% |
| 1Y | +30.4% | +14.6% | +15.7% | +7.7% |
| 3Y | +147.9% | +57.1% | +90.8% | +31.1% |
| 5Y | +202.1% | +37.1% | +165.0% | +100.6% |
| 10Y | +1,182.4% | +171.5% | +1,010.9% | +276.0% |
| All | +1,182.4% | +171.2% | +1,011.3% | +276.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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