+327.1%
NET vs URI
+113.1%
+214.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.6% | -3.6% | -2.5% |
| 7D | -7.0% | -2.0% | -5.0% | -6.3% |
| 30D | -4.8% | -12.9% | +8.2% | -0.5% |
| 3M | +3.8% | -6.7% | +10.6% | +5.4% |
| 6M | +50.0% | +19.0% | +31.1% | +37.2% |
| YTD | +41.5% | +25.5% | +15.9% | +23.5% |
| 1Y | +32.8% | +5.5% | +27.3% | +26.2% |
| All | +327.1% | +113.1% | +214.0% | +132.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling