+43.4%
XLK vs URI
+7.3%
+36.1%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.6% | -0.9% | +0.5% |
| 7D | +0.9% | -2.0% | +2.8% | +1.1% |
| 30D | +0.7% | -12.9% | +13.7% | +2.7% |
| 3M | -2.9% | -6.7% | +3.8% | -1.9% |
| 6M | +34.3% | +19.0% | +15.3% | +31.9% |
| YTD | +30.4% | +25.5% | +4.9% | +26.5% |
| 1Y | +43.4% | +5.5% | +37.8% | +41.8% |
| All | +43.4% | +7.3% | +36.1% | +41.8% |
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