+45.2%
NU vs URI
+196.0%
-150.8%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.3% | -3.5% | -2.8% |
| 7D | -2.6% | +5.0% | -7.6% | -4.8% |
| 30D | +8.2% | -9.4% | +17.6% | +13.1% |
| 3M | +26.3% | -5.8% | +32.1% | +28.4% |
| 6M | +2.2% | +25.8% | -23.6% | -11.7% |
| YTD | -10.4% | +27.9% | -38.3% | -24.7% |
| 1Y | -3.0% | +9.7% | -12.7% | -12.0% |
| 3Y | +120.3% | +128.0% | -7.7% | +18.3% |
| All | +45.2% | +196.0% | -150.8% | -41.8% |
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 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