+134.0%
CNC vs URI
+7.3%
+126.7%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.6% | -3.0% | -1.7% |
| 7D | +3.5% | -2.0% | +5.5% | +3.8% |
| 30D | +0.1% | -12.9% | +13.0% | +2.3% |
| 3M | +6.9% | -6.7% | +13.7% | +7.9% |
| 6M | +49.0% | +19.0% | +30.0% | +41.7% |
| YTD | +62.9% | +25.5% | +37.4% | +48.1% |
| 1Y | +134.0% | +5.5% | +128.5% | +130.3% |
| All | +134.0% | +7.3% | +126.7% | +130.3% |
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 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