+1,151.9%
URI vs CNI
+142.1%
+1,009.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.2% |
| 7D | +9.3% | +1.0% | +8.3% | +8.3% |
| 30D | +7.6% | +7.5% | +0.1% | +0.4% |
| 3M | +1.0% | +1.7% | -0.7% | -0.7% |
| 6M | +19.8% | +15.4% | +4.4% | +3.9% |
| YTD | +41.9% | +31.5% | +10.4% | +7.6% |
| 1Y | +33.4% | +32.8% | +0.6% | 0.0% |
| 3Y | +156.0% | +21.7% | +134.4% | +105.0% |
| 5Y | +209.5% | +8.7% | +200.8% | +173.9% |
| All | +1,151.9% | +142.1% | +1,009.8% | +400.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 CNI 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