+77.6%
V vs URI
+138.8%
-61.2%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -0.1% |
| 7D | +2.2% | -9.8% | +12.0% | +3.3% |
| 30D | +13.6% | +1.7% | +11.8% | +13.3% |
| 3M | +14.3% | -9.1% | +23.4% | +15.3% |
| 6M | +33.1% | +9.9% | +23.2% | +30.7% |
| YTD | +21.2% | +31.2% | -10.0% | +14.7% |
| 1Y | +26.4% | +25.9% | +0.5% | +20.6% |
| 3Y | +77.6% | +147.4% | -69.8% | +53.2% |
| All | +77.6% | +138.8% | -61.2% | +53.2% |
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