+1,182.4%
URI vs MKC
+21.5%
+1,161.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.4% | +0.4% | -1.5% |
| 7D | -6.0% | -2.4% | -3.6% | -5.5% |
| 30D | +4.6% | +5.4% | -0.8% | +3.0% |
| 3M | -2.7% | -11.1% | +8.4% | -0.2% |
| 6M | +18.4% | -1.4% | +19.8% | +17.5% |
| YTD | +37.4% | -29.4% | +66.8% | +48.6% |
| 1Y | +30.4% | -24.7% | +55.1% | +38.4% |
| 3Y | +147.9% | -21.8% | +169.7% | +155.2% |
| 5Y | +202.1% | -36.0% | +238.1% | +224.9% |
| 10Y | +1,182.4% | +24.9% | +1,157.5% | +1,133.8% |
| All | +1,182.4% | +21.5% | +1,161.0% | +1,133.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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