+444.8%
NVDA vs URI
+203.0%
+241.8%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.3% | -0.7% | -1.3% |
| 7D | -12.7% | +6.7% | -19.5% | -15.9% |
| 30D | -26.4% | +8.9% | -35.3% | -29.8% |
| 3M | -27.6% | +0.5% | -28.2% | -28.4% |
| 6M | -27.7% | +20.7% | -48.4% | -35.8% |
| YTD | -12.5% | +40.0% | -52.5% | -32.0% |
| 1Y | -12.6% | +34.4% | -47.0% | -30.5% |
| 3Y | +235.9% | +149.5% | +86.5% | +60.3% |
| All | +444.8% | +203.0% | +241.8% | +102.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling