+1,182.4%
URI vs PAAS
+168.2%
+1,014.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -5.8% | +3.8% | -1.2% |
| 7D | -6.0% | +4.2% | -10.2% | -6.6% |
| 30D | +4.6% | -13.8% | +18.4% | +6.8% |
| 3M | -2.7% | -22.7% | +20.0% | +0.7% |
| 6M | +18.4% | -32.1% | +50.5% | +24.3% |
| YTD | +37.4% | -22.3% | +59.6% | +39.7% |
| 1Y | +30.4% | +7.7% | +22.7% | +25.6% |
| 3Y | +147.9% | +214.0% | -66.1% | +94.4% |
| 5Y | +202.1% | +63.2% | +138.9% | +154.8% |
| 10Y | +1,182.4% | +185.5% | +996.9% | +877.6% |
| All | +1,182.4% | +168.2% | +1,014.2% | +877.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling