+213.1%
URI vs SBAC
-39.8%
+252.9%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.7% | +4.9% | +4.3% |
| 7D | +2.6% | -2.8% | +5.4% | +3.3% |
| 30D | +9.1% | +3.1% | +6.0% | +8.0% |
| 3M | +1.0% | +5.1% | -4.2% | -0.7% |
| 6M | +23.3% | -11.4% | +34.7% | +26.6% |
| YTD | +43.3% | +0.2% | +43.1% | +41.1% |
| 1Y | +35.9% | -3.9% | +39.9% | +35.7% |
| 3Y | +158.6% | -7.7% | +166.3% | +153.4% |
| 5Y | +213.1% | -39.7% | +252.9% | +244.2% |
| All | +213.1% | -39.8% | +252.9% | +244.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 5y: compounded portfolio wealth divided by compounded SBAC 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…
5y analysis · Full analysis span regression · 6 months rolling