+77.6%
V vs URI
+136.1%
-58.5%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -7.1% | +3.9% | -2.4% |
| 7D | +2.9% | -12.9% | +15.9% | +4.5% |
| 30D | +14.0% | -3.4% | +17.4% | +14.4% |
| 3M | +14.9% | -10.0% | +24.9% | +16.1% |
| 6M | +31.7% | +12.2% | +19.6% | +29.0% |
| YTD | +21.2% | +29.8% | -8.5% | +14.9% |
| 1Y | +25.3% | +24.6% | +0.7% | +19.6% |
| All | +77.6% | +136.1% | -58.5% | +53.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling