+183.8%
XEL vs URI
+1,246.1%
-1,062.3%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +4.2% | -2.9% | +0.9% |
| 7D | +0.7% | +2.6% | -1.8% | +0.5% |
| 30D | +9.3% | +9.1% | +0.3% | +8.4% |
| 3M | +5.3% | +1.0% | +4.3% | +5.0% |
| 6M | +2.2% | +23.3% | -21.2% | 0.0% |
| YTD | +12.3% | +43.3% | -31.0% | +7.9% |
| 1Y | +3.0% | +35.9% | -32.9% | -0.6% |
| 3Y | +51.6% | +158.6% | -107.1% | +35.2% |
| 5Y | +50.0% | +213.1% | -163.1% | +28.9% |
| 10Y | +183.8% | +1,213.1% | -1,029.2% | +120.3% |
| All | +183.8% | +1,246.1% | -1,062.3% | +120.3% |
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