+5.5%
URI vs RUN
-49.0%
+54.5%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.7% | -3.2% | 0.0% |
| 7D | +2.5% | +10.2% | -7.6% | +1.0% |
| 30D | -12.5% | -9.6% | -2.9% | -11.3% |
| 3M | -6.2% | -31.5% | +25.3% | -1.6% |
| 6M | +25.9% | -18.7% | +44.6% | +27.3% |
| YTD | +26.2% | -49.9% | +76.1% | +35.3% |
| 1Y | +5.5% | -45.5% | +51.0% | +10.7% |
| All | +5.5% | -49.0% | +54.5% | +10.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling