+1,266.3%
NVDL vs URI
+215.2%
+1,051.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.3% | -2.7% | -3.1% |
| 7D | -24.8% | +6.7% | -31.5% | -28.3% |
| 30D | -48.0% | +8.9% | -56.9% | -50.8% |
| 3M | -51.5% | +0.5% | -52.1% | -51.8% |
| 6M | -54.9% | +20.7% | -75.6% | -60.7% |
| YTD | -39.2% | +40.0% | -79.3% | -55.8% |
| 1Y | -41.1% | +34.4% | -75.5% | -55.7% |
| 3Y | +262.9% | +149.5% | +113.5% | +77.9% |
| All | +1,266.3% | +215.2% | +1,051.2% | +407.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling