+7,128.3%
URI vs STT
+894.1%
+6,234.2%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -4.7% | -2.4% | -4.7% |
| 7D | -12.9% | -4.9% | -8.0% | -10.6% |
| 30D | -3.4% | -6.0% | +2.6% | -0.3% |
| 3M | -10.0% | -11.7% | +1.6% | -4.3% |
| 6M | +12.2% | +11.7% | +0.5% | +5.5% |
| YTD | +29.8% | +30.4% | -0.7% | +11.9% |
| 1Y | +24.6% | +43.9% | -19.3% | +2.2% |
| 3Y | +137.6% | +165.4% | -27.8% | +42.9% |
| 5Y | +176.6% | +101.0% | +75.6% | +88.2% |
| 10Y | +1,402.6% | +210.7% | +1,191.9% | +738.0% |
| All | +7,128.3% | +894.1% | +6,234.2% | +1,453.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling