+7,551.9%
URI vs MDY
+1,461.3%
+6,090.6%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +3.5% |
| 3M | -2.7% | -4.1% | +1.4% | +3.5% |
| 6M | +18.4% | +0.6% | +17.7% | +17.9% |
| YTD | +37.4% | +12.9% | +24.4% | +17.1% |
| 1Y | +30.4% | +14.6% | +15.7% | +9.0% |
| 3Y | +147.9% | +57.1% | +90.8% | +37.0% |
| 5Y | +202.1% | +37.1% | +165.0% | +107.2% |
| 10Y | +1,182.4% | +171.5% | +1,010.9% | +287.8% |
| All | +7,551.9% | +1,461.3% | +6,090.6% | +245.7% |
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