+3.9%
URI vs VRSK
-32.5%
+36.4%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.2% | -2.7% | -4.0% |
| 7D | -0.5% | -7.7% | +7.3% | -1.5% |
| 30D | -13.4% | -2.8% | -10.5% | -13.6% |
| 3M | -6.2% | -3.7% | -2.5% | -6.4% |
| 6M | +28.0% | -12.8% | +40.7% | +28.2% |
| YTD | +23.0% | -21.0% | +43.9% | +23.7% |
| All | +3.9% | -32.5% | +36.4% | +6.7% |
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