+32.6%
NET vs URI
+202.6%
-170.0%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -4.4% | +1.8% | -0.1% |
| 7D | -16.4% | -4.3% | -12.0% | -14.2% |
| 30D | -25.8% | +4.6% | -30.5% | -27.8% |
| 3M | -11.5% | -2.1% | -9.4% | -10.9% |
| 6M | +18.9% | +21.9% | -3.0% | +3.0% |
| YTD | +35.2% | +39.7% | -4.5% | +0.3% |
| 1Y | +14.5% | +32.9% | -18.4% | -12.0% |
| 3Y | +313.8% | +155.8% | +158.0% | +58.3% |
| 5Y | +32.6% | +202.4% | -169.9% | -63.1% |
| All | +32.6% | +202.6% | -170.0% | -63.1% |
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