+149.5%
URI vs RUN
-7.3%
+156.8%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.3% | -2.6% | -1.4% |
| 7D | +6.7% | -13.5% | +20.2% | +8.0% |
| 30D | +8.9% | +18.3% | -9.4% | +6.8% |
| 3M | +0.5% | -12.5% | +13.0% | +1.2% |
| 6M | +20.7% | -40.3% | +61.0% | +25.1% |
| YTD | +40.0% | -53.1% | +93.1% | +46.6% |
| 1Y | +34.4% | -54.3% | +88.7% | +40.7% |
| 3Y | +149.5% | -6.5% | +156.0% | +109.3% |
| All | +149.5% | -7.3% | +156.8% | +109.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling