+5.5%
URI vs PBR
+80.2%
-74.6%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +2.2% | -6.0% | -3.6% |
| 7D | -0.5% | +4.2% | -4.7% | 0.0% |
| 30D | -13.4% | +22.7% | -36.1% | -11.3% |
| 3M | -6.2% | +21.5% | -27.7% | -4.0% |
| 6M | +28.0% | +24.0% | +4.0% | +31.2% |
| YTD | +23.0% | +88.2% | -65.3% | +27.3% |
| 1Y | +5.5% | +74.8% | -69.3% | +10.2% |
| All | +5.5% | +80.2% | -74.6% | +10.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling