+2,788.3%
NVDL vs URI
+182.5%
+2,605.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.6% | 0.0% | +0.6% |
| 7D | +11.7% | -2.0% | +13.7% | +13.1% |
| 30D | +7.8% | -12.9% | +20.8% | +18.1% |
| 3M | +3.3% | -6.7% | +10.0% | +7.6% |
| 6M | +38.9% | +19.0% | +19.9% | +17.5% |
| YTD | +28.5% | +25.5% | +2.9% | +0.4% |
| 1Y | +40.6% | +5.5% | +35.1% | +25.7% |
| 3Y | +648.7% | +111.3% | +537.4% | +307.3% |
| All | +2,788.3% | +182.5% | +2,605.7% | +1,052.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling