+152.7%
URI vs VRSN
+53.4%
+99.3%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -1.0% |
| 7D | +9.3% | +0.1% | +9.2% | +9.3% |
| 30D | +7.6% | +3.6% | +4.0% | +7.1% |
| 3M | +1.0% | +10.8% | -9.7% | -0.3% |
| 6M | +19.8% | +9.9% | +9.9% | +18.1% |
| YTD | +41.9% | +29.8% | +12.0% | +34.8% |
| 1Y | +33.4% | +26.3% | +7.1% | +27.5% |
| All | +152.7% | +53.4% | +99.3% | +104.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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