+33.1%
URI vs RUN
-46.9%
+80.0%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | -2.4% | +9.3% | +7.2% |
| 7D | -4.0% | +18.1% | -22.1% | -6.5% |
| 30D | +6.8% | +27.5% | -20.7% | +2.6% |
| 3M | -2.8% | -4.5% | +1.7% | -2.7% |
| 6M | +20.9% | -33.3% | +54.2% | +26.6% |
| YTD | +40.2% | -47.1% | +87.3% | +48.5% |
| All | +33.1% | -46.9% | +80.0% | +40.1% |
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