+12.2%
URI vs ROIV
+27.9%
-15.7%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -4.2% | -2.9% | -6.6% |
| 7D | -12.9% | -2.4% | -10.5% | -12.6% |
| 30D | -3.4% | +3.1% | -6.5% | -3.6% |
| 3M | -10.0% | +5.8% | -15.9% | -10.8% |
| 6M | +12.2% | +29.3% | -17.1% | +7.2% |
| All | +12.2% | +27.9% | -15.7% | +7.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling