+160.3%
W vs URI
+155.7%
+4.6%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.1% | -1.7% | -2.5% |
| 7D | +1.1% | -6.0% | +7.1% | +4.7% |
| 30D | +6.4% | +4.6% | +1.8% | +3.1% |
| 3M | +9.0% | -2.7% | +11.7% | +10.0% |
| 6M | +69.8% | +18.4% | +51.4% | +50.1% |
| YTD | +12.1% | +37.4% | -25.3% | -16.2% |
| 1Y | 0.0% | +30.4% | -30.3% | -21.8% |
| 3Y | +160.3% | +147.9% | +12.4% | +16.4% |
| All | +160.3% | +155.7% | +4.6% | +16.4% |
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