+101.3%
USB vs URI
+1,513.0%
-1,411.8%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -4.4% | +6.3% | +3.7% |
| 7D | +2.4% | -4.3% | +6.7% | +4.2% |
| 30D | +6.6% | +4.6% | +2.0% | +4.4% |
| 3M | -4.1% | -2.1% | -2.0% | -3.9% |
| 6M | +12.5% | +21.9% | -9.5% | +1.9% |
| YTD | +17.6% | +39.7% | -22.1% | -2.0% |
| 1Y | +36.5% | +32.9% | +3.6% | +16.1% |
| 3Y | +95.4% | +155.8% | -60.4% | +20.2% |
| 5Y | +26.1% | +202.4% | -176.3% | -29.8% |
| 10Y | +101.3% | +1,517.7% | -1,416.5% | -42.3% |
| All | +101.3% | +1,513.0% | -1,411.8% | -42.3% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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