+7,712.8%
URI vs OMC
+785.6%
+6,927.1%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +2.5% | +4.4% | +5.3% |
| 7D | -4.0% | +5.4% | -9.4% | -7.5% |
| 30D | +6.8% | +15.7% | -8.9% | -3.5% |
| 3M | -2.8% | +4.9% | -7.7% | -6.9% |
| 6M | +20.9% | +17.3% | +3.6% | +5.3% |
| YTD | +40.2% | +13.0% | +27.2% | +21.8% |
| 1Y | +34.1% | +24.1% | +10.0% | +8.6% |
| 3Y | +164.1% | +31.2% | +132.9% | +101.7% |
| 5Y | +199.3% | +53.4% | +146.0% | +102.1% |
| 10Y | +1,218.8% | +55.5% | +1,163.3% | +761.9% |
| All | +7,712.8% | +785.6% | +6,927.1% | +1,789.8% |
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