+152.6%
XRT vs URI
+1,313.6%
-1,161.1%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +6.9% | -3.2% | +1.1% |
| 7D | +2.5% | -4.0% | +6.5% | +3.8% |
| 30D | +10.3% | +6.8% | +3.5% | +7.3% |
| 3M | +2.4% | -2.8% | +5.2% | +2.8% |
| 6M | +10.0% | +20.9% | -10.9% | +0.6% |
| YTD | +9.5% | +40.2% | -30.7% | -7.8% |
| 1Y | +17.2% | +34.1% | -16.9% | +0.4% |
| 3Y | +62.0% | +164.1% | -102.2% | +1.1% |
| 5Y | -2.1% | +199.3% | -201.4% | -43.7% |
| 10Y | +152.6% | +1,218.8% | -1,066.3% | -17.7% |
| All | +152.6% | +1,313.6% | -1,161.1% | -17.7% |
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