+176.6%
URI vs ROIV
+369.5%
-192.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -4.2% | -2.9% | -6.6% |
| 7D | -12.9% | -2.4% | -10.5% | -12.7% |
| 30D | -3.4% | +3.1% | -6.5% | -3.8% |
| 3M | -10.0% | +5.8% | -15.9% | -11.1% |
| 6M | +12.2% | +29.3% | -17.1% | +7.7% |
| YTD | +29.8% | +68.8% | -39.0% | +19.4% |
| 1Y | +24.6% | +81.0% | -56.4% | +13.5% |
| 3Y | +137.6% | +294.6% | -157.0% | +94.5% |
| 5Y | +176.6% | +373.1% | -196.5% | +101.8% |
| All | +176.6% | +369.5% | -192.9% | +101.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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