+34.3%
NVDA vs URI
+5.1%
+29.2%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.5% | -2.5% | -2.1% |
| 7D | +3.8% | +2.5% | +1.3% | +3.6% |
| 30D | +0.8% | -12.5% | +13.3% | +2.0% |
| 3M | +8.2% | -6.2% | +14.4% | +8.9% |
| 6M | +27.1% | +25.9% | +1.2% | +25.0% |
| YTD | +21.2% | +26.2% | -5.0% | +18.8% |
| 1Y | +34.3% | +5.5% | +28.8% | +31.4% |
| All | +34.3% | +5.1% | +29.2% | +31.4% |
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