+6,294.3%
URI vs NDAQ
+2,666.5%
+3,627.8%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.4% | -3.5% | -2.7% |
| 7D | -6.0% | +2.9% | -8.8% | -7.1% |
| 30D | +4.6% | +17.5% | -12.9% | -2.7% |
| 3M | -2.7% | +15.4% | -18.1% | -9.0% |
| 6M | +18.4% | +24.6% | -6.2% | +6.0% |
| YTD | +37.4% | +14.4% | +22.9% | +26.6% |
| 1Y | +30.4% | +26.9% | +3.4% | +14.6% |
| 3Y | +147.9% | +119.8% | +28.1% | +69.8% |
| 5Y | +202.1% | +70.5% | +131.6% | +130.7% |
| 10Y | +1,182.4% | +475.8% | +706.6% | +481.8% |
| All | +6,294.3% | +2,666.5% | +3,627.8% | +1,639.3% |
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