+508.6%
NVDA vs URI
+166.6%
+342.0%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.1% | +1.6% | +2.2% |
| 7D | -8.8% | -9.8% | +1.0% | -3.6% |
| 30D | -21.4% | +1.7% | -23.2% | -22.1% |
| 3M | -14.7% | -9.1% | -5.6% | -10.8% |
| 6M | -10.0% | +9.9% | -19.8% | -15.8% |
| YTD | +0.3% | +31.2% | -30.9% | -19.2% |
| 1Y | -0.5% | +25.9% | -26.5% | -17.9% |
| 3Y | +309.2% | +147.4% | +161.8% | +93.3% |
| All | +508.6% | +166.6% | +342.0% | +137.5% |
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