+6,008.6%
URI vs NDAQ
+2,593.6%
+3,415.0%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.3% | +0.9% | +1.0% |
| 7D | -9.8% | +0.8% | -10.6% | -10.1% |
| 30D | +1.7% | +16.5% | -14.8% | -5.0% |
| 3M | -9.1% | +13.5% | -22.6% | -14.3% |
| 6M | +9.9% | +20.9% | -11.1% | -0.3% |
| YTD | +31.2% | +11.4% | +19.8% | +22.3% |
| 1Y | +25.9% | +25.9% | 0.0% | +11.0% |
| 3Y | +147.4% | +119.9% | +27.5% | +69.4% |
| 5Y | +179.7% | +61.7% | +118.0% | +118.7% |
| 10Y | +1,419.5% | +481.6% | +937.9% | +588.2% |
| All | +6,008.6% | +2,593.6% | +3,415.0% | +1,581.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling