+30.4%
URI vs TECH
+26.8%
+3.6%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.0% | -2.1% |
| 7D | -6.0% | +0.2% | -6.2% | -6.0% |
| 30D | +4.6% | +0.5% | +4.1% | +4.5% |
| 3M | -2.7% | +1.1% | -3.8% | -2.8% |
| 6M | +18.4% | +51.0% | -32.7% | +15.1% |
| YTD | +37.4% | +24.4% | +13.0% | +34.2% |
| 1Y | +30.4% | +27.4% | +2.9% | +25.8% |
| All | +30.4% | +26.8% | +3.6% | +25.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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