+1,237.8%
URI vs CNI
+137.4%
+1,100.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.7% | +2.1% | +2.1% |
| 7D | +5.0% | +0.9% | +4.1% | +4.1% |
| 30D | -9.4% | -2.1% | -7.3% | -7.6% |
| 3M | -5.8% | +1.8% | -7.6% | -7.6% |
| 6M | +25.8% | +14.8% | +11.0% | +10.1% |
| YTD | +27.9% | +25.4% | +2.5% | +1.9% |
| 1Y | +9.7% | +32.9% | -23.2% | -17.9% |
| 3Y | +128.0% | +20.2% | +107.8% | +84.7% |
| 5Y | +212.4% | +12.2% | +200.2% | +165.2% |
| All | +1,237.8% | +137.4% | +1,100.4% | +481.8% |
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