+449.7%
V vs URI
+1,374.0%
-924.3%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -0.3% |
| 7D | +2.2% | -9.8% | +12.0% | +4.9% |
| 30D | +13.6% | +1.7% | +11.8% | +12.9% |
| 3M | +14.3% | -9.1% | +23.4% | +16.6% |
| 6M | +33.1% | +9.9% | +23.2% | +28.2% |
| YTD | +21.2% | +31.2% | -10.0% | +9.0% |
| 1Y | +26.4% | +25.9% | +0.5% | +14.9% |
| 3Y | +77.6% | +147.4% | -69.8% | +26.4% |
| 5Y | +102.6% | +179.7% | -77.1% | +33.7% |
| All | +449.7% | +1,374.0% | -924.3% | +136.5% |
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