+5.5%
URI vs SYY
0.0%
+5.5%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.6% |
| 7D | +2.5% | -2.8% | +5.3% | +3.0% |
| 30D | -12.5% | -5.3% | -7.3% | -11.7% |
| 3M | -6.2% | +5.1% | -11.3% | -7.5% |
| 6M | +25.9% | -5.0% | +30.9% | +26.0% |
| YTD | +26.2% | +10.7% | +15.5% | +22.3% |
| 1Y | +5.5% | +0.7% | +4.8% | +4.8% |
| All | +5.5% | 0.0% | +5.5% | +4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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