+18.9%
NET vs URI
+18.5%
+0.4%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -4.4% | +1.8% | -2.0% |
| 7D | -16.4% | -4.3% | -12.0% | -15.7% |
| 30D | -25.8% | +4.6% | -30.5% | -26.1% |
| 3M | -11.5% | -2.1% | -9.4% | -12.6% |
| 6M | +18.9% | +21.9% | -3.0% | +17.4% |
| All | +18.9% | +18.5% | +0.4% | +17.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling