-98.7%
NVD vs URA
+65.3%
-164.0%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +1.5% | -7.3% | -4.4% |
| 7D | +27.3% | +2.9% | +24.5% | +32.0% |
| 30D | +59.9% | -10.8% | +70.8% | +47.6% |
| 3M | +39.4% | -25.5% | +65.0% | +11.7% |
| 6M | +27.6% | -41.2% | +68.8% | -13.0% |
| YTD | -17.9% | -21.3% | +3.4% | -19.8% |
| 1Y | -14.5% | -25.7% | +11.3% | -19.3% |
| 3Y | -98.6% | +43.1% | -141.6% | -96.1% |
| All | -98.7% | +65.3% | -164.0% | -96.3% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 5y: compounded portfolio wealth divided by compounded URA 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…
5y analysis · Full analysis span regression · 6 months rolling