+257.2%
XLI vs URI
+1,196.9%
-939.7%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.3% | -2.8% | -2.0% |
| 7D | -0.6% | +5.0% | -5.6% | -2.3% |
| 30D | -6.9% | -9.4% | +2.5% | -3.8% |
| 3M | -1.9% | -5.8% | +3.9% | -0.3% |
| 6M | +1.0% | +25.8% | -24.8% | -8.4% |
| YTD | +11.3% | +27.9% | -16.6% | -0.6% |
| 1Y | +15.8% | +9.7% | +6.1% | +8.9% |
| 3Y | +69.8% | +128.0% | -58.2% | +17.5% |
| 5Y | +80.9% | +212.4% | -131.5% | +7.0% |
| 10Y | +257.2% | +1,271.8% | -1,014.6% | +24.0% |
| All | +257.2% | +1,196.9% | -939.7% | +24.0% |
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