+287.3%
NEE vs URI
+1,189.1%
-901.8%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.1% | +1.4% | -0.4% |
| 7D | +2.3% | -6.0% | +8.3% | +3.1% |
| 30D | +11.5% | +4.6% | +6.9% | +10.6% |
| 3M | +2.6% | -2.7% | +5.3% | +2.7% |
| 6M | -6.0% | +18.4% | -24.3% | -8.8% |
| YTD | +9.8% | +37.4% | -27.5% | +3.6% |
| 1Y | +4.7% | +30.4% | -25.7% | -0.5% |
| 3Y | +71.0% | +147.9% | -76.9% | +44.3% |
| 5Y | +15.8% | +202.1% | -186.2% | -7.4% |
| 10Y | +287.3% | +1,182.4% | -895.2% | +156.7% |
| All | +287.3% | +1,189.1% | -901.8% | +156.7% |
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