+1,218.8%
URI vs MTB
+136.2%
+1,082.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +2.3% | +4.6% | +5.3% |
| 7D | -4.0% | -0.8% | -3.3% | -3.4% |
| 30D | +6.8% | +2.4% | +4.4% | +5.2% |
| 3M | -2.8% | -10.5% | +7.7% | +4.9% |
| 6M | +20.9% | +6.4% | +14.5% | +14.8% |
| YTD | +40.2% | +12.8% | +27.4% | +27.8% |
| 1Y | +34.1% | +23.3% | +10.8% | +14.7% |
| 3Y | +164.1% | +108.2% | +55.9% | +54.3% |
| 5Y | +199.3% | +68.6% | +130.8% | +92.8% |
| 10Y | +1,218.8% | +125.3% | +1,093.6% | +542.1% |
| All | +1,218.8% | +136.2% | +1,082.6% | +542.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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