+209.5%
URI vs TECH
-41.4%
+250.9%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.1% | -1.1% | -1.0% |
| 7D | +9.3% | +0.2% | +9.1% | +9.2% |
| 30D | +7.6% | +0.5% | +7.1% | +7.4% |
| 3M | +1.0% | +1.0% | +0.1% | +0.7% |
| 6M | +19.8% | +54.1% | -34.2% | +2.6% |
| YTD | +41.9% | +24.4% | +17.5% | +27.7% |
| 1Y | +33.4% | +19.3% | +14.1% | +22.0% |
| 3Y | +156.0% | +28.5% | +127.5% | +112.0% |
| 5Y | +209.5% | -41.0% | +250.5% | +236.5% |
| All | +209.5% | -41.4% | +250.9% | +236.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling