+444.2%
V vs URI
+1,313.6%
-869.4%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +6.9% | -7.0% | -1.9% |
| 7D | -0.8% | -4.0% | +3.2% | +0.1% |
| 30D | +9.5% | +6.8% | +2.7% | +7.3% |
| 3M | +16.7% | -2.8% | +19.5% | +16.9% |
| 6M | +32.9% | +20.9% | +12.1% | +24.6% |
| YTD | +21.1% | +40.2% | -19.1% | +6.7% |
| 1Y | +26.6% | +34.1% | -7.4% | +13.0% |
| 3Y | +78.4% | +164.1% | -85.8% | +23.9% |
| 5Y | +105.5% | +199.3% | -93.9% | +31.9% |
| 10Y | +444.2% | +1,218.8% | -774.6% | +139.0% |
| All | +444.2% | +1,313.6% | -869.4% | +139.0% |
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