+1,135.8%
URI vs PAAS
+205.7%
+930.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -1.2% |
| 7D | +6.7% | -8.9% | +15.6% | +8.3% |
| 30D | +8.9% | -11.4% | +20.3% | +10.7% |
| 3M | +0.5% | -20.4% | +21.0% | +3.7% |
| 6M | +20.7% | -40.7% | +61.4% | +29.4% |
| YTD | +40.0% | -26.9% | +67.0% | +43.8% |
| 1Y | +34.4% | -3.1% | +37.5% | +31.5% |
| 3Y | +149.5% | +199.3% | -49.8% | +96.5% |
| 5Y | +205.6% | +48.3% | +157.3% | +161.1% |
| All | +1,135.8% | +205.7% | +930.1% | +851.6% |
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