+1,218.8%
URI vs RUN
+133.0%
+1,085.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | -2.4% | +9.3% | +7.3% |
| 7D | -4.0% | +18.1% | -22.1% | -7.3% |
| 30D | +6.8% | +27.5% | -20.7% | +1.5% |
| 3M | -2.8% | -4.5% | +1.7% | -2.9% |
| 6M | +20.9% | -33.3% | +54.2% | +27.6% |
| YTD | +40.2% | -47.1% | +87.3% | +50.3% |
| 1Y | +34.1% | -43.1% | +77.2% | +41.1% |
| 3Y | +164.1% | -3.0% | +167.1% | +92.6% |
| 5Y | +199.3% | -82.6% | +281.9% | +198.0% |
| 10Y | +1,218.8% | +103.3% | +1,115.5% | +457.0% |
| All | +1,218.8% | +133.0% | +1,085.8% | +457.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 10y: compounded portfolio wealth divided by compounded RUN 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…
10y analysis · Full analysis span regression · 6 months rolling