+192.3%
NI vs URI
+1,246.1%
-1,053.8%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.2% | -3.6% | 0.0% |
| 7D | +0.6% | +2.6% | -2.0% | +0.1% |
| 30D | +11.2% | +9.1% | +2.2% | +9.7% |
| 3M | +9.2% | +1.0% | +8.2% | +8.8% |
| 6M | -1.8% | +23.3% | -25.2% | -5.3% |
| YTD | +12.0% | +43.3% | -31.3% | +4.9% |
| 1Y | +6.4% | +35.9% | -29.5% | +0.4% |
| 3Y | +99.4% | +158.6% | -59.3% | +66.7% |
| 5Y | +113.1% | +213.1% | -100.0% | +68.9% |
| 10Y | +192.3% | +1,213.1% | -1,020.8% | +85.9% |
| All | +192.3% | +1,246.1% | -1,053.8% | +85.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling