+1,210.8%
URI vs PNR
+101.4%
+1,109.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.4% | +4.6% | +4.5% |
| 7D | +2.4% | -3.7% | +6.2% | +5.8% |
| 30D | +8.9% | +33.1% | -24.3% | -15.0% |
| 3M | +0.8% | +3.7% | -2.9% | -3.5% |
| 6M | +23.1% | -7.7% | +30.9% | +26.6% |
| YTD | +43.1% | -32.4% | +75.5% | +88.8% |
| 1Y | +35.7% | -35.0% | +70.7% | +85.2% |
| 3Y | +158.2% | +17.1% | +141.1% | +105.0% |
| 5Y | +212.6% | +0.1% | +212.4% | +180.9% |
| 10Y | +1,210.8% | +103.2% | +1,107.6% | +473.0% |
| All | +1,210.8% | +101.4% | +1,109.4% | +473.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PNR.
Daily Out/Under-Performance
Portfolio return minus PNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNR 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 PNR 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