+1,311.0%
CIEN vs URI
+1,171.2%
+139.8%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.6% | -0.5% | +0.5% |
| 7D | -15.2% | -2.0% | -13.2% | -14.6% |
| 30D | -21.5% | -12.9% | -8.5% | -17.4% |
| 3M | -40.1% | -6.7% | -33.3% | -38.4% |
| 6M | -6.6% | +19.0% | -25.6% | -13.1% |
| YTD | +37.3% | +25.5% | +11.7% | +23.2% |
| 1Y | +174.5% | +5.5% | +169.0% | +162.6% |
| 3Y | +562.3% | +111.3% | +451.0% | +386.2% |
| 5Y | +463.9% | +198.6% | +265.4% | +256.0% |
| All | +1,311.0% | +1,171.2% | +139.8% | +424.2% |
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