+331.7%
URI vs ROIV
+232.7%
+99.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.5% | +0.1% | +1.4% |
| 7D | -2.0% | +0.6% | -2.6% | -2.1% |
| 30D | -12.9% | +1.0% | -13.9% | -13.1% |
| 3M | -6.7% | +18.3% | -25.0% | -8.8% |
| 6M | +19.0% | +18.3% | +0.7% | +16.1% |
| YTD | +25.5% | +61.0% | -35.4% | +17.4% |
| 1Y | +5.5% | +177.9% | -172.3% | -8.0% |
| 3Y | +111.3% | +199.1% | -87.7% | +80.5% |
| 5Y | +198.6% | +250.7% | -52.2% | +141.9% |
| All | +331.7% | +232.7% | +99.0% | +246.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling