+7,210.0%
URI vs MTB
+913.7%
+6,296.2%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.9% | +2.1% | +1.7% |
| 7D | -9.8% | -1.3% | -8.4% | -9.0% |
| 30D | +1.7% | +0.5% | +1.2% | +1.5% |
| 3M | -9.1% | -12.4% | +3.3% | -0.9% |
| 6M | +9.9% | +1.5% | +8.4% | +8.0% |
| YTD | +31.2% | +10.3% | +20.9% | +22.1% |
| 1Y | +25.9% | +22.2% | +3.7% | +9.5% |
| 3Y | +147.4% | +96.9% | +50.4% | +55.5% |
| 5Y | +179.7% | +64.3% | +115.4% | +90.2% |
| 10Y | +1,419.5% | +137.8% | +1,281.7% | +692.3% |
| All | +7,210.0% | +913.7% | +6,296.2% | +1,364.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling