+32.9%
URI vs PAAS
+24.3%
+8.6%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +8.4% | -12.7% | -5.2% |
| 7D | -4.3% | -1.1% | -3.2% | -4.2% |
| 30D | +4.6% | -8.5% | +13.1% | +5.6% |
| 3M | -2.1% | -7.3% | +5.2% | -1.6% |
| 6M | +21.9% | -18.3% | +40.2% | +23.4% |
| YTD | +39.7% | -19.2% | +58.9% | +40.0% |
| 1Y | +32.9% | +26.1% | +6.7% | +21.8% |
| All | +32.9% | +24.3% | +8.6% | +21.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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