-14.0%
NVDA vs URI
+34.6%
-48.6%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.0% | -3.3% | -4.2% |
| 7D | -8.5% | +9.3% | -17.8% | -9.6% |
| 30D | -27.3% | +7.6% | -34.9% | -27.8% |
| 3M | -25.8% | +1.0% | -26.8% | -25.8% |
| 6M | -24.6% | +19.8% | -44.4% | -25.6% |
| YTD | -10.7% | +41.9% | -52.5% | -15.6% |
| 1Y | -14.0% | +33.4% | -47.4% | -18.2% |
| All | -14.0% | +34.6% | -48.6% | -18.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling