+33.4%
URI vs CNI
+35.4%
-2.0%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.1% |
| 7D | +9.3% | +1.0% | +8.3% | +8.5% |
| 30D | +7.6% | +7.5% | +0.1% | +2.1% |
| 3M | +1.0% | +1.7% | -0.7% | -0.3% |
| 6M | +19.8% | +15.4% | +4.4% | +7.6% |
| YTD | +41.9% | +31.5% | +10.4% | +19.3% |
| 1Y | +33.4% | +32.8% | +0.6% | +11.5% |
| All | +33.4% | +35.4% | -2.0% | +11.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling