+125.0%
URI vs MDY
+51.1%
+73.9%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +1.4% |
| 7D | +2.5% | +1.0% | +1.5% | +1.0% |
| 30D | -12.5% | -3.1% | -9.4% | -8.5% |
| 3M | -6.2% | +1.8% | -8.0% | -8.3% |
| 6M | +25.9% | +10.8% | +15.1% | +9.2% |
| YTD | +26.2% | +14.4% | +11.8% | +4.8% |
| 1Y | +5.5% | +15.2% | -9.7% | -13.3% |
| 3Y | +125.0% | +51.2% | +73.8% | +25.6% |
| All | +125.0% | +51.1% | +73.9% | +25.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling