+1,150.0%
URI vs NDAQ
+382.2%
+767.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.9% | +3.5% | +2.8% |
| 7D | -2.0% | -2.4% | +0.5% | -0.5% |
| 30D | -12.9% | +2.5% | -15.4% | -14.4% |
| 3M | -6.7% | +9.9% | -16.7% | -13.3% |
| 6M | +19.0% | +9.4% | +9.6% | +10.1% |
| YTD | +25.5% | +0.4% | +25.1% | +21.7% |
| 1Y | +5.5% | +4.0% | +1.5% | -0.7% |
| 3Y | +111.3% | +94.4% | +16.9% | +26.9% |
| 5Y | +198.6% | +56.7% | +141.8% | +104.9% |
| All | +1,150.0% | +382.2% | +767.9% | +285.4% |
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