+203.4%
URI vs PAAS
+113.1%
+90.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.4% | +4.0% | +2.0% |
| 7D | -2.0% | -2.9% | +0.9% | -1.6% |
| 30D | -12.9% | +6.8% | -19.7% | -14.0% |
| 3M | -6.7% | -2.9% | -3.8% | -6.8% |
| 6M | +19.0% | -16.4% | +35.4% | +20.9% |
| YTD | +25.5% | 0.0% | +25.5% | +23.1% |
| 1Y | +5.5% | +54.3% | -48.8% | -4.1% |
| 3Y | +111.3% | +230.7% | -119.4% | +61.8% |
| All | +203.4% | +113.1% | +90.3% | +139.0% |
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