+16.9%
NU vs URI
+217.9%
-201.0%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.1% | -0.2% | -1.4% |
| 7D | +4.0% | -6.0% | +10.0% | +6.6% |
| 30D | -25.1% | +4.6% | -29.7% | -27.1% |
| 3M | -12.8% | -2.7% | -10.1% | -12.6% |
| 6M | -12.5% | +18.4% | -30.8% | -20.9% |
| YTD | -27.8% | +37.4% | -65.2% | -41.8% |
| 1Y | -24.6% | +30.4% | -55.0% | -37.4% |
| 3Y | +41.8% | +147.9% | -106.1% | -27.1% |
| All | +16.9% | +217.9% | -201.0% | -55.0% |
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