+32.9%
URI vs VRSK
-8.8%
+41.6%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.4% | -4.8% | -4.3% |
| 7D | -4.3% | +4.2% | -8.6% | -3.7% |
| 30D | +4.6% | +21.2% | -16.6% | +8.0% |
| 3M | -2.1% | +2.9% | -5.0% | -1.5% |
| 6M | +21.9% | +11.3% | +10.6% | +25.3% |
| YTD | +39.7% | -10.8% | +50.5% | +41.7% |
| 1Y | +32.9% | -9.2% | +42.0% | +35.5% |
| All | +32.9% | -8.8% | +41.6% | +35.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSK.
Daily Out/Under-Performance
Portfolio return minus VRSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSK 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 VRSK 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