+3,309.9%
V vs URI
+6,046.5%
-2,736.7%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -7.1% | +3.9% | -1.5% |
| 7D | +2.9% | -12.9% | +15.9% | +6.3% |
| 30D | +14.0% | -3.4% | +17.4% | +14.8% |
| 3M | +14.9% | -10.0% | +24.9% | +17.4% |
| 6M | +31.7% | +12.2% | +19.6% | +26.7% |
| YTD | +21.2% | +29.8% | -8.5% | +10.5% |
| 1Y | +25.3% | +24.6% | +0.7% | +15.3% |
| 3Y | +77.5% | +137.6% | -60.1% | +34.5% |
| 5Y | +102.6% | +176.6% | -74.1% | +43.8% |
| 10Y | +464.3% | +1,402.6% | -938.2% | +143.7% |
| All | +3,309.9% | +6,046.5% | -2,736.7% | +636.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling