+1,135.8%
URI vs CNI
+140.9%
+994.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -0.8% |
| 7D | +6.7% | +2.5% | +4.2% | +4.3% |
| 30D | +8.9% | +6.1% | +2.7% | +2.8% |
| 3M | +0.5% | +0.1% | +0.4% | +0.3% |
| 6M | +20.7% | +14.9% | +5.7% | +5.0% |
| YTD | +40.0% | +30.9% | +9.2% | +6.7% |
| 1Y | +34.4% | +33.9% | +0.5% | -0.1% |
| 3Y | +149.5% | +20.2% | +129.3% | +102.3% |
| 5Y | +205.6% | +8.2% | +197.4% | +171.6% |
| All | +1,135.8% | +140.9% | +994.9% | +396.2% |
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