+15.8%
XLI vs URI
+7.5%
+8.3%
-12.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.3% | -2.8% | -1.8% |
| 7D | -0.6% | +5.0% | -5.6% | -1.6% |
| 30D | -6.9% | -9.4% | +2.5% | -5.1% |
| 3M | -1.9% | -5.8% | +3.9% | -0.9% |
| 6M | +1.0% | +25.8% | -24.8% | -3.5% |
| YTD | +11.3% | +27.9% | -16.6% | +4.6% |
| 1Y | +15.8% | +9.7% | +6.1% | +10.2% |
| All | +15.8% | +7.5% | +8.3% | +10.2% |
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