+176.6%
URI vs PAAS
+75.8%
+100.8%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -2.2% | -4.9% | -6.8% |
| 7D | -12.9% | -0.4% | -12.5% | -12.9% |
| 30D | -3.4% | -11.6% | +8.2% | -1.8% |
| 3M | -10.0% | -15.6% | +5.6% | -8.2% |
| 6M | +12.2% | -19.1% | +31.3% | +14.4% |
| YTD | +29.8% | -20.9% | +50.7% | +31.4% |
| 1Y | +24.6% | +21.3% | +3.3% | +17.2% |
| 3Y | +137.6% | +177.4% | -39.8% | +84.5% |
| 5Y | +176.6% | +71.3% | +105.3% | +131.9% |
| All | +176.6% | +75.8% | +100.8% | +131.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling