+72.6%
XYZ vs URI
+138.8%
-66.2%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.1% | +0.6% | +1.3% |
| 7D | +12.1% | -9.8% | +21.9% | +16.1% |
| 30D | +12.4% | +1.7% | +10.6% | +11.1% |
| 3M | +8.2% | -9.1% | +17.2% | +11.2% |
| 6M | +20.7% | +9.9% | +10.8% | +13.8% |
| YTD | +31.3% | +31.2% | +0.1% | +10.5% |
| 1Y | +20.5% | +25.9% | -5.4% | +3.7% |
| 3Y | +72.6% | +147.4% | -74.8% | +10.8% |
| All | +72.6% | +138.8% | -66.2% | +10.8% |
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 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