-9.8%
NVDA vs URI
+36.3%
-46.2%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +4.2% | -1.3% | +2.3% |
| 7D | -13.2% | +2.6% | -15.8% | -13.4% |
| 30D | -23.2% | +9.1% | -32.3% | -23.9% |
| 3M | -20.0% | +1.0% | -21.0% | -20.1% |
| 6M | -20.6% | +23.3% | -44.0% | -21.9% |
| YTD | -6.6% | +43.3% | -49.9% | -11.9% |
| 1Y | -9.8% | +35.9% | -45.8% | -14.1% |
| All | -9.8% | +36.3% | -46.2% | -14.1% |
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