-8.2%
NVO vs URA
-32.2%
+23.9%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -1.1% | +6.0% | +5.1% |
| 7D | +10.2% | -10.5% | +20.7% | +11.8% |
| 30D | +12.4% | -18.6% | +31.0% | +15.5% |
| 3M | -3.5% | -23.0% | +19.5% | 0.0% |
| 6M | -3.8% | -40.3% | +36.5% | +4.7% |
| YTD | -13.0% | -23.5% | +10.5% | -13.2% |
| 1Y | -8.2% | -31.1% | +22.9% | -6.9% |
| All | -8.2% | -32.2% | +23.9% | -6.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling