+6.4%
NI vs URI
+30.2%
-23.8%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.1% | +2.6% | +0.7% |
| 7D | +1.5% | -6.0% | +7.5% | +2.0% |
| 30D | +11.9% | +4.6% | +7.3% | +11.3% |
| 3M | +9.1% | -2.7% | +11.8% | +9.2% |
| 6M | -1.8% | +18.4% | -20.1% | -3.3% |
| YTD | +11.4% | +37.4% | -26.0% | +6.2% |
| 1Y | +6.4% | +30.4% | -24.0% | +2.8% |
| All | +6.4% | +30.2% | -23.8% | +2.8% |
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