+253.2%
NEE vs URI
+1,196.9%
-943.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.3% | -2.7% | -1.6% |
| 7D | -0.5% | +5.0% | -5.5% | -1.2% |
| 30D | -1.7% | -9.4% | +7.7% | -0.4% |
| 3M | -1.8% | -5.8% | +4.0% | -1.3% |
| 6M | -8.8% | +25.8% | -34.7% | -12.2% |
| YTD | +5.2% | +27.9% | -22.7% | +0.8% |
| 1Y | +21.3% | +9.7% | +11.6% | +18.5% |
| 3Y | +35.2% | +128.0% | -92.8% | +17.0% |
| 5Y | +10.1% | +212.4% | -202.3% | -10.6% |
| 10Y | +253.2% | +1,271.8% | -1,018.6% | +162.3% |
| All | +253.2% | +1,196.9% | -943.7% | +162.3% |
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 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