+556.1%
ON vs URI
+1,246.1%
-690.0%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +4.2% | +1.6% | +3.0% |
| 7D | +3.3% | +2.6% | +0.8% | +2.1% |
| 30D | -3.1% | +9.1% | -12.2% | -8.3% |
| 3M | -9.2% | +1.0% | -10.2% | -9.8% |
| 6M | -31.4% | +23.3% | -54.7% | -40.4% |
| YTD | +36.0% | +43.3% | -7.3% | +4.0% |
| 1Y | +52.0% | +35.9% | +16.1% | +20.5% |
| 3Y | +9.3% | +158.6% | -149.4% | -46.5% |
| 5Y | +26.5% | +213.1% | -186.6% | -47.1% |
| 10Y | +556.1% | +1,213.1% | -656.9% | +11.7% |
| All | +556.1% | +1,246.1% | -690.0% | +11.7% |
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