+380.4%
URI vs ROIV
+264.1%
+116.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +6.1% | -10.4% | -5.1% |
| 7D | -4.3% | +3.0% | -7.3% | -4.7% |
| 30D | +4.6% | +6.8% | -2.2% | +3.7% |
| 3M | -2.1% | +10.5% | -12.6% | -3.7% |
| 6M | +21.9% | +34.8% | -12.9% | +16.8% |
| YTD | +39.7% | +76.2% | -36.5% | +28.8% |
| 1Y | +32.9% | +92.4% | -59.5% | +21.1% |
| 3Y | +155.8% | +312.0% | -156.2% | +112.3% |
| 5Y | +202.4% | +388.3% | -185.8% | +130.3% |
| All | +380.4% | +264.1% | +116.3% | +280.1% |
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