+202.1%
URI vs CNI
+6.2%
+195.8%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.3% | -1.7% | -1.8% |
| 7D | -6.0% | +0.4% | -6.4% | -6.2% |
| 30D | +4.6% | +7.6% | -3.0% | -1.4% |
| 3M | -2.7% | +1.9% | -4.6% | -4.2% |
| 6M | +18.4% | +14.8% | +3.6% | +5.6% |
| YTD | +37.4% | +30.5% | +6.9% | +10.2% |
| 1Y | +30.4% | +36.5% | -6.1% | +0.6% |
| 3Y | +147.9% | +20.7% | +127.2% | +108.8% |
| 5Y | +202.1% | +7.0% | +195.1% | +175.7% |
| All | +202.1% | +6.2% | +195.8% | +175.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling