+23.6%
NEE vs URI
+5.1%
+18.5%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | 0.0% | +0.4% |
| 7D | +1.1% | +2.5% | -1.4% | +0.7% |
| 30D | -0.2% | -12.5% | +12.3% | +1.6% |
| 3M | +0.5% | -6.2% | +6.7% | +1.1% |
| 6M | -6.5% | +25.9% | -32.4% | -11.0% |
| YTD | +6.7% | +26.2% | -19.5% | +0.7% |
| 1Y | +23.6% | +5.5% | +18.1% | +19.3% |
| All | +23.6% | +5.1% | +18.5% | +19.3% |
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