+120.7%
XLK vs URI
+125.2%
-4.5%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | -0.4% |
| 7D | +2.3% | +5.0% | -2.7% | +0.9% |
| 30D | +0.8% | -9.4% | +10.2% | +3.6% |
| 3M | +4.1% | -5.8% | +9.9% | +5.6% |
| 6M | +34.8% | +25.8% | +8.9% | +24.6% |
| YTD | +30.8% | +27.9% | +2.9% | +19.0% |
| 1Y | +42.4% | +9.7% | +32.6% | +36.3% |
| All | +120.7% | +125.2% | -4.5% | +67.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling