+1,218.8%
URI vs BN
+289.4%
+929.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +3.8% | +3.0% | +4.0% |
| 7D | -4.0% | +3.6% | -7.7% | -6.9% |
| 30D | +6.8% | +15.9% | -9.1% | -5.0% |
| 3M | -2.8% | -2.3% | -0.5% | -1.7% |
| 6M | +20.9% | -8.4% | +29.3% | +27.5% |
| YTD | +40.2% | -5.9% | +46.1% | +42.5% |
| 1Y | +34.1% | -5.6% | +39.7% | +35.6% |
| 3Y | +164.1% | +104.2% | +59.9% | +38.6% |
| 5Y | +199.3% | +35.5% | +163.9% | +115.4% |
| 10Y | +1,218.8% | +285.2% | +933.6% | +344.4% |
| All | +1,218.8% | +289.4% | +929.5% | +344.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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