+7,210.0%
URI vs BN
+7,586.0%
-376.0%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.9% | +2.0% | +1.8% |
| 7D | -9.8% | +5.3% | -15.1% | -13.4% |
| 30D | +1.7% | +11.9% | -10.2% | -6.3% |
| 3M | -9.1% | -5.7% | -3.3% | -5.9% |
| 6M | +9.9% | -10.6% | +20.5% | +17.2% |
| YTD | +31.2% | -9.4% | +40.6% | +36.8% |
| 1Y | +25.9% | -8.8% | +34.7% | +30.4% |
| 3Y | +147.4% | +95.6% | +51.7% | +47.7% |
| 5Y | +179.7% | +30.2% | +149.6% | +118.2% |
| 10Y | +1,419.5% | +277.0% | +1,142.5% | +479.9% |
| All | +7,210.0% | +7,586.0% | -376.0% | +521.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling