+108.7%
USB vs URI
+1,179.9%
-1,071.2%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.6% | -1.9% | -0.9% |
| 7D | +1.4% | -2.0% | +3.4% | +2.2% |
| 30D | -1.3% | -12.9% | +11.6% | +4.1% |
| 3M | +15.2% | -6.7% | +22.0% | +17.3% |
| 6M | +18.8% | +19.0% | -0.2% | +7.5% |
| YTD | +21.0% | +25.5% | -4.5% | +5.8% |
| 1Y | +34.0% | +5.5% | +28.5% | +25.6% |
| 3Y | +95.3% | +111.3% | -16.0% | +31.3% |
| 5Y | +40.4% | +198.6% | -158.2% | -21.0% |
| All | +108.7% | +1,179.9% | -1,071.2% | -34.1% |
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