-4.1%
CNC vs URI
+161.0%
-165.1%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +6.9% | -8.6% | -2.0% |
| 7D | +3.0% | -4.0% | +7.0% | +3.2% |
| 30D | +4.9% | +6.8% | -1.9% | +4.4% |
| 3M | +4.2% | -2.8% | +7.0% | +4.3% |
| 6M | +22.5% | +20.9% | +1.6% | +20.8% |
| YTD | +66.6% | +40.2% | +26.3% | +62.2% |
| 1Y | +82.5% | +34.1% | +48.4% | +77.7% |
| 3Y | -4.1% | +164.1% | -168.2% | -3.2% |
| All | -4.1% | +161.0% | -165.1% | -3.2% |
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 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