+1,158.5%
URI vs BNS
+186.8%
+971.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.8% | -1.3% | -1.3% |
| 7D | -6.0% | -1.1% | -4.9% | -5.0% |
| 30D | +4.6% | +4.7% | -0.1% | 0.0% |
| 3M | -2.7% | +5.5% | -8.2% | -8.5% |
| 6M | +18.4% | +21.7% | -3.3% | -4.1% |
| YTD | +37.4% | +29.5% | +7.9% | +3.5% |
| 1Y | +30.4% | +41.9% | -11.5% | -10.7% |
| 3Y | +147.9% | +148.5% | -0.6% | -7.7% |
| 5Y | +202.1% | +80.3% | +121.8% | +57.9% |
| All | +1,158.5% | +186.8% | +971.7% | +376.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 BNS 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