+497,379.9%
NVDA vs URI
+3,084.0%
+494,295.9%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.1% | +1.6% | +2.4% |
| 7D | -8.8% | -9.8% | +1.0% | -5.1% |
| 30D | -21.4% | +1.7% | -23.2% | -21.9% |
| 3M | -14.7% | -9.1% | -5.6% | -11.9% |
| 6M | -10.0% | +9.9% | -19.8% | -13.9% |
| YTD | +0.3% | +31.2% | -30.9% | -12.7% |
| 1Y | -0.5% | +25.9% | -26.5% | -12.1% |
| 3Y | +309.2% | +147.4% | +161.8% | +175.2% |
| 5Y | +530.1% | +179.7% | +350.3% | +306.6% |
| 10Y | +11,159.1% | +1,419.5% | +9,739.5% | +3,552.1% |
| All | +497,379.9% | +3,084.0% | +494,295.9% | +64,131.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling