+243.6%
W vs URI
+1,313.6%
-1,070.0%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +6.9% | -2.3% | +0.2% |
| 7D | +3.3% | -4.0% | +7.3% | +5.7% |
| 30D | +10.5% | +6.8% | +3.7% | +5.5% |
| 3M | +9.6% | -2.8% | +12.4% | +10.7% |
| 6M | +76.4% | +20.9% | +55.5% | +53.2% |
| YTD | +16.4% | +40.2% | -23.8% | -13.6% |
| 1Y | +9.3% | +34.1% | -24.7% | -16.3% |
| 3Y | +172.8% | +164.1% | +8.7% | +32.7% |
| 5Y | -53.4% | +199.3% | -252.7% | -78.7% |
| 10Y | +243.6% | +1,218.8% | -975.2% | -43.5% |
| All | +243.6% | +1,313.6% | -1,070.0% | -43.5% |
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