-20.1%
NVDL vs URI
+33.3%
-53.4%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -4.4% | -1.7% | -5.0% |
| 7D | -14.0% | -4.3% | -9.7% | -13.0% |
| 30D | -31.2% | +4.6% | -35.8% | -31.8% |
| 3M | -15.5% | -2.1% | -13.4% | -15.1% |
| 6M | -10.3% | +21.9% | -32.2% | -12.7% |
| YTD | -5.8% | +39.7% | -45.5% | -16.2% |
| 1Y | -20.1% | +32.9% | -52.9% | -25.5% |
| All | -20.1% | +33.3% | -53.4% | -25.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling