+56.4%
V vs URI
+113.1%
-56.7%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.6% | -2.6% | -1.2% |
| 7D | -1.7% | -2.0% | +0.3% | -1.5% |
| 30D | +2.0% | -12.9% | +14.9% | +3.6% |
| 3M | +17.4% | -6.7% | +24.1% | +18.0% |
| 6M | +17.5% | +19.0% | -1.5% | +13.6% |
| YTD | +7.6% | +25.5% | -17.9% | +2.4% |
| 1Y | +7.7% | +5.5% | +2.2% | +5.7% |
| All | +56.4% | +113.1% | -56.7% | +31.7% |
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