+1,186.2%
URI vs UUUU
+495.2%
+691.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -6.3% | +2.5% | -2.8% |
| 7D | -0.5% | -5.0% | +4.5% | +0.4% |
| 30D | -13.4% | -7.8% | -5.6% | -12.3% |
| 3M | -6.2% | -0.4% | -5.8% | -7.0% |
| 6M | +28.0% | -32.9% | +60.9% | +33.7% |
| YTD | +23.0% | -6.3% | +29.2% | +18.3% |
| 1Y | +5.5% | +7.9% | -2.4% | -3.8% |
| 3Y | +119.2% | +85.2% | +34.0% | +67.6% |
| 5Y | +201.0% | +97.0% | +104.1% | +111.5% |
| All | +1,186.2% | +495.2% | +691.0% | +448.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded UUUU 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling