+1,271.8%
URI vs BNS
+179.9%
+1,091.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.8% | +2.1% | +2.1% |
| 7D | +5.0% | -1.3% | +6.3% | +6.2% |
| 30D | -9.4% | +4.0% | -13.4% | -13.5% |
| 3M | -5.8% | +13.8% | -19.6% | -18.2% |
| 6M | +25.8% | +32.7% | -6.8% | -6.5% |
| YTD | +27.9% | +27.6% | +0.3% | -1.9% |
| 1Y | +9.7% | +47.4% | -37.7% | -27.6% |
| 3Y | +128.0% | +129.0% | -1.0% | -6.8% |
| 5Y | +212.4% | +92.7% | +119.7% | +52.4% |
| 10Y | +1,271.8% | +182.1% | +1,089.7% | +420.7% |
| All | +1,271.8% | +179.9% | +1,091.9% | +420.7% |
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