+130.5%
URI vs VRSK
-25.7%
+156.2%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.4% | -0.1% | +1.4% |
| 7D | +5.0% | -5.4% | +10.4% | +4.9% |
| 30D | -9.4% | -1.8% | -7.6% | -9.4% |
| 3M | -5.8% | -2.2% | -3.6% | -5.9% |
| 6M | +25.8% | -14.9% | +40.7% | +27.4% |
| YTD | +27.9% | -20.0% | +47.9% | +30.7% |
| 1Y | +9.7% | -33.1% | +42.9% | +15.1% |
| All | +130.5% | -25.7% | +156.2% | +126.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling