+1,151.9%
URI vs UUUU
+377.1%
+774.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.6% | +2.6% | -0.4% |
| 7D | +9.3% | +1.4% | +8.0% | +9.1% |
| 30D | +7.6% | -27.9% | +35.5% | +13.7% |
| 3M | +1.0% | -53.8% | +54.9% | +14.8% |
| 6M | +19.8% | -68.1% | +88.0% | +43.4% |
| YTD | +41.9% | -54.1% | +95.9% | +53.7% |
| 1Y | +33.4% | -57.8% | +91.2% | +45.8% |
| 3Y | +156.0% | -15.4% | +171.5% | +124.3% |
| 5Y | +209.5% | -39.2% | +248.7% | +169.8% |
| All | +1,151.9% | +377.1% | +774.7% | +499.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling