+3.9%
W vs URI
+32.9%
-29.0%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +6.9% | -2.3% | +2.8% |
| 7D | +3.3% | -4.0% | +7.3% | +4.2% |
| 30D | +10.5% | +6.8% | +3.7% | +8.5% |
| 3M | +9.6% | -2.8% | +12.4% | +9.9% |
| 6M | +76.4% | +20.9% | +55.5% | +69.7% |
| YTD | +16.4% | +40.2% | -23.8% | +4.3% |
| All | +3.9% | +32.9% | -29.0% | -2.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling