+1,210.8%
URI vs XME
+277.3%
+933.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.7% | +3.5% | +3.7% |
| 7D | +2.4% | +1.5% | +0.9% | +1.4% |
| 30D | +8.9% | -7.3% | +16.1% | +15.0% |
| 3M | +0.8% | -17.4% | +18.2% | +15.6% |
| 6M | +23.1% | -21.8% | +45.0% | +44.2% |
| YTD | +43.1% | -6.0% | +49.0% | +40.3% |
| 1Y | +35.7% | +3.8% | +31.9% | +22.2% |
| 3Y | +158.2% | +100.0% | +58.2% | +29.5% |
| 5Y | +212.6% | +116.1% | +96.5% | +39.9% |
| 10Y | +1,210.8% | +280.6% | +930.2% | +222.8% |
| All | +1,210.8% | +277.3% | +933.4% | +222.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 10y: compounded portfolio wealth divided by compounded XME 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…
10y analysis · Full analysis span regression · 6 months rolling