+2.7%
XEL vs URI
+30.2%
-27.4%
-15.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.1% | +2.0% | +0.1% |
| 7D | +1.7% | -6.0% | +7.7% | +2.0% |
| 30D | +8.6% | +4.6% | +4.0% | +8.2% |
| 3M | +5.1% | -2.7% | +7.8% | +5.0% |
| 6M | +2.5% | +18.4% | -15.9% | +1.3% |
| YTD | +11.0% | +37.4% | -26.4% | +7.5% |
| 1Y | +2.7% | +30.4% | -27.6% | +0.4% |
| All | +2.7% | +30.2% | -27.4% | +0.4% |
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 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