+6,893.4%
URI vs MDY
+1,492.6%
+5,400.8%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.5% | +1.4% |
| 7D | -2.0% | +0.1% | -2.1% | -2.1% |
| 30D | -12.9% | -1.5% | -11.5% | -11.1% |
| 3M | -6.7% | +0.8% | -7.5% | -7.5% |
| 6M | +19.0% | +7.4% | +11.6% | +8.1% |
| YTD | +25.5% | +15.2% | +10.3% | +3.8% |
| 1Y | +5.5% | +16.5% | -11.0% | -14.3% |
| 3Y | +111.3% | +46.8% | +64.5% | +28.3% |
| 5Y | +198.6% | +46.0% | +152.5% | +87.7% |
| 10Y | +1,179.9% | +172.1% | +1,007.8% | +286.6% |
| All | +6,893.4% | +1,492.6% | +5,400.8% | +206.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling