+199.3%
URI vs STT
+108.8%
+90.5%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +3.2% | +3.7% | +4.8% |
| 7D | -4.0% | +0.9% | -4.9% | -4.5% |
| 30D | +6.8% | -2.3% | +9.1% | +8.5% |
| 3M | -2.8% | -7.0% | +4.2% | +1.7% |
| 6M | +20.9% | +15.5% | +5.4% | +9.0% |
| YTD | +40.2% | +35.6% | +4.6% | +12.4% |
| 1Y | +34.1% | +47.9% | -13.8% | +1.2% |
| 3Y | +164.1% | +181.1% | -16.9% | +28.0% |
| 5Y | +199.3% | +108.2% | +91.1% | +64.4% |
| All | +199.3% | +108.8% | +90.5% | +64.4% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 STT 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