+17.6%
NEE vs URI
+166.6%
-149.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.1% | -2.6% | -1.6% |
| 7D | +3.9% | -9.8% | +13.7% | +5.4% |
| 30D | +12.8% | +1.7% | +11.1% | +12.3% |
| 3M | +3.6% | -9.1% | +12.6% | +4.8% |
| 6M | -7.5% | +9.9% | -17.3% | -9.5% |
| YTD | +10.7% | +31.2% | -20.5% | +4.3% |
| 1Y | +9.1% | +25.9% | -16.8% | +3.5% |
| 3Y | +61.0% | +147.4% | -86.4% | +28.5% |
| All | +17.6% | +166.6% | -149.0% | -13.4% |
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