+5.5%
URI vs OMC
+5.6%
-0.1%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.8% | +2.3% | +0.7% |
| 7D | +2.5% | -5.8% | +8.3% | +3.0% |
| 30D | -12.5% | -4.8% | -7.7% | -12.2% |
| 3M | -6.2% | +9.2% | -15.4% | -7.1% |
| 6M | +25.9% | -2.5% | +28.4% | +27.0% |
| YTD | +26.2% | +2.6% | +23.6% | +26.2% |
| 1Y | +5.5% | +5.9% | -0.5% | +4.5% |
| All | +5.5% | +5.6% | -0.1% | +4.5% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 1y: compounded portfolio wealth divided by compounded OMC 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…
1y analysis · Full analysis span regression · 6 months rolling