+4,492.7%
URI vs VRSN
+7,034.5%
-2,541.8%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.1% | +2.2% | +1.4% |
| 7D | -9.8% | +0.5% | -10.3% | -9.9% |
| 30D | +1.7% | +4.9% | -3.2% | +0.6% |
| 3M | -9.1% | +5.8% | -14.9% | -10.5% |
| 6M | +9.9% | +12.6% | -2.7% | +5.8% |
| YTD | +31.2% | +28.2% | +3.0% | +22.1% |
| 1Y | +25.9% | +30.4% | -4.5% | +16.6% |
| 3Y | +147.4% | +54.6% | +92.8% | +117.7% |
| 5Y | +179.7% | +35.1% | +144.7% | +154.1% |
| 10Y | +1,419.5% | +294.0% | +1,125.6% | +985.9% |
| All | +4,492.7% | +7,034.5% | -2,541.8% | +1,082.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling