-10.0%
NVDA vs URI
+12.1%
-22.1%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.1% | +1.6% | +2.4% |
| 7D | -8.8% | -9.8% | +1.0% | -6.2% |
| 30D | -21.4% | +1.7% | -23.2% | -21.0% |
| 3M | -14.7% | -9.1% | -5.6% | -12.2% |
| 6M | -10.0% | +9.9% | -19.8% | -7.6% |
| All | -10.0% | +12.1% | -22.1% | -7.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling