+199.3%
URI vs ROIV
+433.0%
-233.7%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +4.6% | +2.3% | +6.3% |
| 7D | -4.0% | +13.3% | -17.3% | -5.6% |
| 30D | +6.8% | +14.8% | -8.0% | +4.8% |
| 3M | -2.8% | +11.9% | -14.7% | -4.6% |
| 6M | +20.9% | +42.4% | -21.5% | +14.5% |
| YTD | +40.2% | +87.4% | -47.2% | +27.2% |
| 1Y | +34.1% | +97.2% | -63.1% | +20.6% |
| 3Y | +164.1% | +375.7% | -211.5% | +111.1% |
| 5Y | +199.3% | +379.0% | -179.7% | +113.8% |
| All | +199.3% | +433.0% | -233.7% | +113.8% |
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