+148.1%
XRT vs URI
+1,374.0%
-1,225.9%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.1% | -2.9% | -2.1% |
| 7D | +0.9% | -9.8% | +10.7% | +4.6% |
| 30D | +7.9% | +1.7% | +6.2% | +6.9% |
| 3M | -0.2% | -9.1% | +8.9% | +2.7% |
| 6M | +5.6% | +9.9% | -4.3% | +0.2% |
| YTD | +5.7% | +31.2% | -25.5% | -8.6% |
| 1Y | +14.6% | +25.9% | -11.3% | +0.7% |
| 3Y | +50.7% | +147.4% | -96.7% | -3.0% |
| 5Y | -4.8% | +179.7% | -184.6% | -43.4% |
| All | +148.1% | +1,374.0% | -1,225.9% | -16.8% |
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 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