+212.4%
URI vs XHB
+34.8%
+177.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.5% | +2.8% | +2.7% |
| 7D | +5.0% | -1.9% | +6.9% | +6.7% |
| 30D | -9.4% | -8.3% | -1.1% | -2.4% |
| 3M | -5.8% | -7.1% | +1.3% | -0.2% |
| 6M | +25.8% | -5.3% | +31.1% | +30.3% |
| YTD | +27.9% | -3.2% | +31.1% | +29.8% |
| 1Y | +9.7% | -13.9% | +23.6% | +23.2% |
| 3Y | +128.0% | +24.9% | +103.1% | +78.1% |
| 5Y | +212.4% | +34.5% | +177.9% | +127.4% |
| All | +212.4% | +34.8% | +177.6% | +127.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling