+789.9%
XEL vs URI
+7,134.6%
-6,344.6%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.6% | -2.4% | -0.9% |
| 7D | -1.0% | -2.0% | +1.0% | -0.8% |
| 30D | -1.9% | -12.9% | +11.0% | -0.9% |
| 3M | -1.9% | -6.7% | +4.8% | -1.5% |
| 6M | -7.4% | +19.0% | -26.4% | -9.1% |
| YTD | +4.1% | +25.5% | -21.5% | +1.6% |
| 1Y | +8.0% | +5.5% | +2.5% | +6.8% |
| 3Y | +48.4% | +111.3% | -62.9% | +37.2% |
| 5Y | +27.2% | +198.6% | -171.3% | +13.1% |
| 10Y | +146.8% | +1,179.9% | -1,033.1% | +88.0% |
| All | +789.9% | +7,134.6% | -6,344.6% | +435.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling