+776.9%
XLK vs URI
+1,233.8%
-456.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.9% | +2.4% | -0.2% |
| 7D | -0.4% | -0.5% | +0.1% | -0.3% |
| 30D | -0.5% | -13.4% | +12.9% | +4.0% |
| 3M | +5.0% | -6.2% | +11.2% | +6.7% |
| 6M | +32.9% | +28.0% | +4.9% | +20.9% |
| YTD | +29.0% | +23.0% | +6.0% | +17.7% |
| 1Y | +37.8% | +5.5% | +32.3% | +31.9% |
| 3Y | +118.7% | +119.2% | -0.5% | +60.6% |
| 5Y | +145.6% | +201.0% | -55.5% | +58.1% |
| All | +776.9% | +1,233.8% | -456.9% | +278.4% |
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 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