-12.8%
NVO vs URI
+7.3%
-20.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.6% | -3.5% | -2.0% |
| 7D | +2.2% | -2.0% | +4.1% | +2.3% |
| 30D | +6.0% | -12.9% | +18.9% | +7.1% |
| 3M | +7.9% | -6.7% | +14.6% | +8.0% |
| 6M | +27.1% | +19.0% | +8.1% | +22.6% |
| YTD | -3.8% | +25.5% | -29.4% | -9.2% |
| 1Y | -12.8% | +5.5% | -18.4% | -13.4% |
| All | -12.8% | +7.3% | -20.1% | -13.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling