+651.2%
NVDL vs URA
+107.9%
+543.4%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -4.0% | -0.7% | -1.1% |
| 7D | -8.7% | -1.5% | -7.2% | -7.5% |
| 30D | -1.3% | -0.4% | -0.9% | -1.2% |
| 3M | +11.4% | +6.3% | +5.1% | +5.4% |
| 6M | +22.9% | -14.0% | +36.9% | +37.8% |
| YTD | +15.4% | +5.3% | +10.1% | +2.6% |
| 1Y | +18.8% | +11.7% | +7.1% | -5.8% |
| All | +651.2% | +107.9% | +543.4% | +255.9% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 3y: compounded portfolio wealth divided by compounded URA 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…
3y analysis · Full analysis span regression · 6 months rolling