+2,672.5%
NVDL vs URA
+168.5%
+2,504.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +3.1% | -7.1% | -6.7% |
| 7D | +7.3% | +8.1% | -0.8% | +0.1% |
| 30D | -0.7% | +5.8% | -6.5% | -5.7% |
| 3M | +9.5% | +3.4% | +6.0% | +6.3% |
| 6M | +41.6% | -2.6% | +44.2% | +42.0% |
| YTD | +23.3% | +11.2% | +12.2% | +5.7% |
| 1Y | +40.3% | +19.8% | +20.5% | +7.0% |
| 3Y | +692.2% | +121.5% | +570.7% | +258.6% |
| All | +2,672.5% | +168.5% | +2,504.1% | +966.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling