-6.7%
CNC vs URI
+179.7%
-186.4%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +1.1% | -7.1% | -6.1% |
| 7D | +1.9% | -9.8% | +11.7% | +2.8% |
| 30D | +7.3% | +1.7% | +5.6% | +6.9% |
| 3M | +8.6% | -9.1% | +17.7% | +9.4% |
| 6M | +26.0% | +9.9% | +16.2% | +24.1% |
| YTD | +69.5% | +31.2% | +38.3% | +62.5% |
| 1Y | +88.0% | +25.9% | +62.0% | +80.9% |
| 3Y | -2.9% | +147.4% | -150.3% | -17.0% |
| All | -6.7% | +179.7% | -186.4% | -21.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling