+147.4%
URI vs XHB
+36.1%
+111.3%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.5% | +2.6% | +2.3% |
| 7D | -9.8% | +1.3% | -11.1% | -11.1% |
| 30D | +1.7% | +7.8% | -6.1% | -4.7% |
| 3M | -9.1% | -5.5% | -3.6% | -5.4% |
| 6M | +9.9% | -2.6% | +12.4% | +10.8% |
| YTD | +31.2% | +0.4% | +30.9% | +28.8% |
| 1Y | +25.9% | -1.0% | +26.9% | +24.8% |
| 3Y | +147.4% | +37.3% | +110.1% | +68.7% |
| All | +147.4% | +36.1% | +111.3% | +68.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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