+692.2%
NVDL vs URI
+126.5%
+565.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.5% | -4.5% | -4.4% |
| 7D | +7.3% | +2.5% | +4.8% | +5.4% |
| 30D | -0.7% | -12.5% | +11.9% | +8.5% |
| 3M | +9.5% | -6.2% | +15.7% | +13.5% |
| 6M | +41.6% | +25.9% | +15.8% | +13.8% |
| YTD | +23.3% | +26.2% | -2.9% | -5.2% |
| 1Y | +40.3% | +5.5% | +34.8% | +25.9% |
| 3Y | +692.2% | +125.0% | +567.2% | +314.3% |
| All | +692.2% | +126.5% | +565.7% | +314.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling