+127.5%
NOK vs URI
+1,179.8%
-1,052.3%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.5% | +5.7% | +6.0% |
| 7D | +7.3% | +2.5% | +4.7% | +6.6% |
| 30D | +13.8% | -12.5% | +26.3% | +17.6% |
| 3M | -27.0% | -6.2% | -20.8% | -26.0% |
| 6M | +37.6% | +25.9% | +11.7% | +28.6% |
| YTD | +64.6% | +26.2% | +38.4% | +53.1% |
| 1Y | +132.0% | +5.5% | +126.5% | +124.6% |
| 3Y | +183.7% | +125.0% | +58.7% | +116.7% |
| 5Y | +101.3% | +210.4% | -109.1% | +37.9% |
| All | +127.5% | +1,179.8% | -1,052.3% | +4.7% |
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