+163.4%
URI vs PL
+459.7%
-296.4%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -6.4% | +2.0% | -3.6% |
| 7D | -4.3% | -11.7% | +7.4% | -3.0% |
| 30D | +4.6% | -27.1% | +31.7% | +8.3% |
| 3M | -2.1% | -44.6% | +42.5% | +4.2% |
| 6M | +21.9% | -67.2% | +89.1% | +35.6% |
| YTD | +39.7% | -35.9% | +75.5% | +39.0% |
| 1Y | +32.9% | -0.4% | +33.3% | +22.9% |
| All | +163.4% | +459.7% | -296.4% | +58.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 3y: compounded portfolio wealth divided by compounded PL 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…
3y analysis · Full analysis span regression · 6 months rolling