+202.1%
URI vs UUUU
-37.4%
+239.4%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -7.8% | +5.7% | -0.8% |
| 7D | -6.0% | -6.9% | +0.9% | -4.8% |
| 30D | +4.6% | -32.3% | +36.9% | +11.2% |
| 3M | -2.7% | -52.8% | +50.1% | +9.3% |
| 6M | +18.4% | -68.5% | +86.8% | +40.3% |
| YTD | +37.4% | -53.6% | +91.0% | +47.1% |
| 1Y | +30.4% | -59.1% | +89.5% | +41.9% |
| 3Y | +147.9% | -14.7% | +162.6% | +111.2% |
| 5Y | +202.1% | -35.4% | +237.5% | +146.9% |
| All | +202.1% | -37.4% | +239.4% | +146.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling