+373.9%
NVDX vs URA
+43.2%
+330.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.6% | -2.4% | -2.5% |
| 7D | -24.7% | -1.5% | -23.2% | -23.9% |
| 30D | -48.2% | -10.4% | -37.8% | -42.1% |
| 3M | -51.9% | -29.6% | -22.2% | -33.2% |
| 6M | -55.6% | -40.3% | -15.4% | -28.2% |
| YTD | -41.5% | -25.5% | -16.0% | -28.8% |
| 1Y | -44.0% | -26.4% | -17.6% | -31.3% |
| 3Y | +262.2% | +31.4% | +230.8% | +129.5% |
| All | +373.9% | +43.2% | +330.7% | +195.6% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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