+179.2%
URI vs MDY
+31.3%
+147.8%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.6% | +0.5% | +0.2% |
| 7D | -9.8% | -1.7% | -8.1% | -7.6% |
| 30D | +1.7% | -0.9% | +2.7% | +3.2% |
| 3M | -9.1% | -5.7% | -3.3% | -1.0% |
| 6M | +9.9% | -2.9% | +12.8% | +14.9% |
| YTD | +31.2% | +9.8% | +21.4% | +15.8% |
| 1Y | +25.9% | +13.5% | +12.4% | +6.3% |
| 3Y | +147.4% | +51.9% | +95.5% | +41.5% |
| All | +179.2% | +31.3% | +147.8% | +98.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling