+136.0%
NVO vs URI
+1,233.9%
-1,097.8%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.1% | -2.1% |
| 7D | -7.6% | -2.1% | -5.5% | -7.3% |
| 30D | -6.0% | -12.4% | +6.4% | -4.4% |
| 3M | -0.8% | -7.3% | +6.5% | -0.2% |
| 6M | +16.5% | +27.2% | -10.7% | +11.5% |
| YTD | -11.1% | +23.0% | -34.1% | -14.6% |
| 1Y | -16.7% | +3.9% | -20.6% | -18.2% |
| 3Y | -52.9% | +121.6% | -174.5% | -58.8% |
| 5Y | -3.0% | +201.1% | -204.0% | -20.0% |
| All | +136.0% | +1,233.9% | -1,097.8% | +52.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling