+220.4%
W vs URI
+1,246.1%
-1,025.7%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.2% | -2.5% | -1.0% |
| 7D | -7.4% | +2.6% | -10.0% | -8.9% |
| 30D | +7.8% | +9.1% | -1.3% | +1.5% |
| 3M | +10.9% | +1.0% | +9.9% | +9.2% |
| 6M | +86.4% | +23.3% | +63.1% | +59.8% |
| YTD | +14.0% | +43.3% | -29.3% | -16.6% |
| 1Y | +3.5% | +35.9% | -32.4% | -21.4% |
| 3Y | +164.8% | +158.6% | +6.1% | +30.7% |
| 5Y | -53.1% | +213.1% | -266.2% | -79.2% |
| 10Y | +220.4% | +1,213.1% | -992.6% | -47.5% |
| All | +220.4% | +1,246.1% | -1,025.7% | -47.5% |
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