+5,147.7%
URI vs BNS
+1,498.6%
+3,649.1%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.7% | +3.4% | +3.5% |
| 7D | +2.4% | -3.2% | +5.6% | +5.7% |
| 30D | +8.9% | +5.1% | +3.8% | +4.1% |
| 3M | +0.8% | +6.0% | -5.2% | -5.1% |
| 6M | +23.1% | +23.4% | -0.2% | +0.4% |
| YTD | +43.1% | +30.4% | +12.6% | +9.9% |
| 1Y | +35.7% | +44.0% | -8.3% | -4.9% |
| 3Y | +158.2% | +150.3% | +7.8% | +6.9% |
| 5Y | +212.6% | +83.0% | +129.5% | +72.9% |
| 10Y | +1,210.8% | +190.9% | +1,019.8% | +393.5% |
| All | +5,147.7% | +1,498.6% | +3,649.1% | +330.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling