+125.0%
URI vs CNI
+21.3%
+103.7%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +2.5% | +2.5% | 0.0% | +0.6% |
| 30D | -12.5% | -2.5% | -10.0% | -10.8% |
| 3M | -6.2% | +2.7% | -8.9% | -8.1% |
| 6M | +25.9% | +16.9% | +8.9% | +11.7% |
| YTD | +26.2% | +26.3% | -0.1% | +5.3% |
| 1Y | +5.5% | +31.1% | -25.6% | -14.7% |
| 3Y | +125.0% | +21.1% | +103.9% | +87.5% |
| All | +125.0% | +21.3% | +103.7% | +87.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling