+7,802.5%
URI vs CNI
+5,286.7%
+2,515.8%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +1.7% |
| 3M | +1.0% | +1.7% | -0.7% | -0.3% |
| 6M | +19.8% | +15.4% | +4.4% | +6.8% |
| YTD | +41.9% | +31.5% | +10.4% | +13.6% |
| 1Y | +33.4% | +32.8% | +0.6% | +5.8% |
| 3Y | +156.0% | +21.7% | +134.4% | +115.8% |
| 5Y | +209.5% | +8.7% | +200.8% | +184.3% |
| 10Y | +1,199.8% | +143.3% | +1,056.4% | +572.6% |
| All | +7,802.5% | +5,286.7% | +2,515.8% | +678.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling