+52.0%
ON vs URI
+36.3%
+15.7%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +4.2% | +1.6% | +3.3% |
| 7D | +3.3% | +2.6% | +0.8% | +2.1% |
| 30D | -3.1% | +9.1% | -12.2% | -7.6% |
| 3M | -9.2% | +1.0% | -10.2% | -9.7% |
| 6M | -31.4% | +23.3% | -54.7% | -38.1% |
| YTD | +36.0% | +43.3% | -7.3% | +6.5% |
| 1Y | +52.0% | +35.9% | +16.1% | +25.0% |
| All | +52.0% | +36.3% | +15.7% | +25.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling