+174.5%
CIEN vs URI
+7.3%
+167.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.6% | -0.5% | +0.7% |
| 7D | -15.2% | -2.0% | -13.2% | -14.7% |
| 30D | -21.5% | -12.9% | -8.5% | -18.3% |
| 3M | -40.1% | -6.7% | -33.3% | -38.6% |
| 6M | -6.6% | +19.0% | -25.6% | -10.3% |
| YTD | +37.3% | +25.5% | +11.7% | +26.9% |
| 1Y | +174.5% | +5.5% | +169.0% | +159.9% |
| All | +174.5% | +7.3% | +167.3% | +159.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling