+10,058.2%
NVDA vs URI
+1,189.1%
+8,869.2%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -2.1% | -3.4% | -4.5% |
| 7D | -18.3% | -6.0% | -12.3% | -15.9% |
| 30D | -26.3% | +4.6% | -30.9% | -28.1% |
| 3M | -22.3% | -2.7% | -19.6% | -21.8% |
| 6M | -21.3% | +18.4% | -39.7% | -28.6% |
| YTD | -9.2% | +37.4% | -46.6% | -26.4% |
| 1Y | -14.9% | +30.4% | -45.3% | -29.3% |
| 3Y | +250.5% | +147.9% | +102.6% | +101.3% |
| 5Y | +475.8% | +202.1% | +273.8% | +193.1% |
| 10Y | +10,058.2% | +1,182.4% | +8,875.8% | +2,779.7% |
| All | +10,058.2% | +1,189.1% | +8,869.2% | +2,779.7% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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