+2,622.7%
NVDL vs URI
+187.8%
+2,434.9%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.3% | -3.1% | -2.7% |
| 7D | -0.8% | +5.0% | -5.8% | -4.1% |
| 30D | +3.4% | -9.4% | +12.8% | +10.1% |
| 3M | +8.1% | -5.8% | +13.9% | +11.7% |
| 6M | +31.9% | +25.8% | +6.0% | +6.7% |
| YTD | +21.1% | +27.9% | -6.8% | -6.6% |
| 1Y | +34.0% | +9.7% | +24.3% | +16.4% |
| 3Y | +677.9% | +128.0% | +550.0% | +303.3% |
| All | +2,622.7% | +187.8% | +2,434.9% | +972.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling