+561.8%
ON vs URI
+1,157.2%
-595.4%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.5% | -5.0% | -4.8% |
| 7D | -2.2% | +2.5% | -4.7% | -3.7% |
| 30D | -12.4% | -12.5% | +0.1% | -4.6% |
| 3M | -41.2% | -6.2% | -35.0% | -38.9% |
| 6M | +25.0% | +25.9% | -0.9% | +6.2% |
| YTD | +31.3% | +26.2% | +5.1% | +9.8% |
| 1Y | +45.4% | +5.5% | +39.9% | +36.3% |
| 3Y | -27.4% | +125.0% | -152.4% | -60.4% |
| 5Y | +58.5% | +210.4% | -151.9% | -31.3% |
| 10Y | +561.8% | +1,157.2% | -595.4% | +35.7% |
| All | +561.8% | +1,157.2% | -595.4% | +35.7% |
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