+22.2%
NEM vs URI
+34.6%
-12.4%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.0% | -3.9% | -4.8% |
| 7D | -5.9% | +9.3% | -15.2% | -7.3% |
| 30D | -2.6% | +7.6% | -10.1% | -4.1% |
| 3M | -4.2% | +1.0% | -5.3% | -4.7% |
| 6M | -5.5% | +19.8% | -25.3% | -8.7% |
| YTD | +13.5% | +41.9% | -28.3% | +0.7% |
| 1Y | +22.2% | +33.4% | -11.2% | +14.6% |
| All | +22.2% | +34.6% | -12.4% | +14.6% |
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