+576.6%
NTAP vs URI
+1,313.6%
-737.1%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +6.9% | -2.8% | +1.4% |
| 7D | -5.0% | -4.0% | -0.9% | -3.4% |
| 30D | -25.8% | +6.8% | -32.6% | -27.5% |
| 3M | -6.9% | -2.8% | -4.1% | -6.1% |
| 6M | +50.0% | +20.9% | +29.1% | +38.0% |
| YTD | +66.9% | +40.2% | +26.7% | +41.0% |
| 1Y | +58.3% | +34.1% | +24.2% | +36.1% |
| 3Y | +145.1% | +164.1% | -19.0% | +54.4% |
| 5Y | +114.2% | +199.3% | -85.1% | +22.5% |
| 10Y | +576.6% | +1,218.8% | -642.3% | +121.2% |
| All | +576.6% | +1,313.6% | -737.1% | +121.2% |
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