+34.4%
URI vs PEG
-5.8%
+40.2%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.4% | -2.7% | -1.8% |
| 7D | +6.7% | +4.5% | +2.2% | +5.0% |
| 30D | +8.9% | +7.5% | +1.3% | +6.1% |
| 3M | +0.5% | +0.8% | -0.3% | +0.2% |
| 6M | +20.7% | 0.0% | +20.6% | +20.2% |
| YTD | +40.0% | -3.0% | +43.1% | +39.0% |
| 1Y | +34.4% | -4.7% | +39.1% | +36.3% |
| All | +34.4% | -5.8% | +40.2% | +36.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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