+1,135.8%
URI vs NDAQ
+471.8%
+664.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.1% | -1.2% |
| 7D | +6.7% | +1.3% | +5.5% | +5.9% |
| 30D | +8.9% | +18.0% | -9.1% | -1.9% |
| 3M | +0.5% | +11.5% | -11.0% | -6.4% |
| 6M | +20.7% | +21.1% | -0.4% | +5.1% |
| YTD | +40.0% | +12.8% | +27.2% | +26.0% |
| 1Y | +34.4% | +25.7% | +8.7% | +12.0% |
| 3Y | +149.5% | +116.8% | +32.7% | +40.5% |
| 5Y | +205.6% | +67.3% | +138.3% | +102.7% |
| All | +1,135.8% | +471.8% | +664.1% | +267.8% |
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