+7,712.8%
URI vs MKC
+1,190.3%
+6,522.5%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | -1.1% | +8.0% | +7.3% |
| 7D | -4.0% | -1.9% | -2.1% | -3.6% |
| 30D | +6.8% | +8.0% | -1.2% | +3.5% |
| 3M | -2.8% | -8.6% | +5.8% | -0.3% |
| 6M | +20.9% | +1.1% | +19.8% | +18.6% |
| YTD | +40.2% | -27.7% | +67.9% | +54.4% |
| 1Y | +34.1% | -23.7% | +57.8% | +44.6% |
| 3Y | +164.1% | -19.4% | +183.5% | +172.7% |
| 5Y | +199.3% | -33.3% | +232.7% | +225.0% |
| 10Y | +1,218.8% | +24.0% | +1,194.8% | +962.7% |
| All | +7,712.8% | +1,190.3% | +6,522.5% | +3,224.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling