+1,135.8%
URI vs MDY
+165.3%
+970.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.1% | -1.2% | -1.1% |
| 7D | +6.7% | +2.3% | +4.5% | +3.5% |
| 30D | +8.9% | +2.0% | +6.9% | +6.1% |
| 3M | +0.5% | -5.6% | +6.2% | +9.9% |
| 6M | +20.7% | +1.3% | +19.4% | +19.0% |
| YTD | +40.0% | +12.3% | +27.7% | +19.1% |
| 1Y | +34.4% | +15.8% | +18.6% | +9.4% |
| 3Y | +149.5% | +56.5% | +93.0% | +32.7% |
| 5Y | +205.6% | +35.1% | +170.4% | +107.4% |
| All | +1,135.8% | +165.3% | +970.5% | +282.2% |
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