+1,210.8%
URI vs NDAQ
+475.0%
+735.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.3% | +4.5% | +4.3% |
| 7D | +2.4% | 0.0% | +2.4% | +2.5% |
| 30D | +8.9% | +16.3% | -7.4% | -1.0% |
| 3M | +0.8% | +15.8% | -15.0% | -8.4% |
| 6M | +23.1% | +24.8% | -1.7% | +5.2% |
| YTD | +43.1% | +14.1% | +29.0% | +27.9% |
| 1Y | +35.7% | +26.5% | +9.2% | +12.8% |
| 3Y | +158.2% | +119.1% | +39.1% | +44.8% |
| 5Y | +212.6% | +70.9% | +141.6% | +104.7% |
| 10Y | +1,210.8% | +479.7% | +731.1% | +300.0% |
| All | +1,210.8% | +475.0% | +735.7% | +300.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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