+599.6%
XYZ vs URI
+1,179.9%
-580.3%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.6% | -2.3% | -1.6% |
| 7D | -1.0% | -2.0% | +1.0% | 0.0% |
| 30D | -1.7% | -12.9% | +11.2% | +5.3% |
| 3M | +16.7% | -6.7% | +23.5% | +19.4% |
| 6M | +26.9% | +19.0% | +7.9% | +10.8% |
| YTD | +27.1% | +25.5% | +1.6% | +6.3% |
| 1Y | +9.3% | +5.5% | +3.7% | 0.0% |
| 3Y | +42.3% | +111.3% | -69.0% | -13.9% |
| 5Y | -69.3% | +198.6% | -267.9% | -84.5% |
| All | +599.6% | +1,179.9% | -580.3% | +103.3% |
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