+181.5%
XEL vs URI
+1,189.1%
-1,007.5%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.1% | +2.0% | +0.1% |
| 7D | +1.7% | -6.0% | +7.7% | +2.2% |
| 30D | +8.6% | +4.6% | +4.0% | +8.1% |
| 3M | +5.1% | -2.7% | +7.8% | +5.2% |
| 6M | +2.5% | +18.4% | -15.9% | +0.6% |
| YTD | +11.0% | +37.4% | -26.4% | +7.0% |
| 1Y | +2.7% | +30.4% | -27.6% | -0.5% |
| 3Y | +49.7% | +147.9% | -98.2% | +34.1% |
| 5Y | +46.1% | +202.1% | -155.9% | +26.0% |
| 10Y | +181.5% | +1,182.4% | -1,000.9% | +119.8% |
| All | +181.5% | +1,189.1% | -1,007.5% | +119.8% |
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