+1,151.9%
URI vs PBR
+576.8%
+575.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.6% | -2.6% | -1.5% |
| 7D | +9.3% | -3.7% | +13.1% | +10.6% |
| 30D | +7.6% | -29.0% | +36.6% | +19.4% |
| 3M | +1.0% | +4.9% | -3.9% | -2.4% |
| 6M | +19.8% | -8.4% | +28.3% | +20.3% |
| YTD | +41.9% | +59.4% | -17.5% | +15.5% |
| 1Y | +33.4% | +45.5% | -12.1% | +12.1% |
| 3Y | +156.0% | +67.4% | +88.6% | +99.1% |
| 5Y | +209.5% | +453.0% | -243.4% | +41.4% |
| All | +1,151.9% | +576.8% | +575.0% | +351.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PBR.
Daily Out/Under-Performance
Portfolio return minus PBR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBR 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 PBR 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