+7,210.0%
URI vs OMC
+764.3%
+6,445.7%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.8% | +2.0% | +1.7% |
| 7D | -9.8% | +6.3% | -16.1% | -13.6% |
| 30D | +1.7% | +15.4% | -13.6% | -7.9% |
| 3M | -9.1% | +5.8% | -14.8% | -13.5% |
| 6M | +9.9% | +14.7% | -4.8% | -3.0% |
| YTD | +31.2% | +10.3% | +20.9% | +15.7% |
| 1Y | +25.9% | +23.2% | +2.7% | +2.3% |
| 3Y | +147.4% | +24.6% | +122.8% | +95.4% |
| 5Y | +179.7% | +50.1% | +129.7% | +91.4% |
| 10Y | +1,419.5% | +54.3% | +1,365.3% | +897.1% |
| All | +7,210.0% | +764.3% | +6,445.7% | +1,695.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling