+0.7%
NVO vs URI
+215.5%
-214.9%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.3% | -2.7% | -1.5% |
| 7D | -4.7% | +5.0% | -9.7% | -5.4% |
| 30D | -5.4% | -9.4% | +4.0% | -4.1% |
| 3M | +7.0% | -5.8% | +12.8% | +7.4% |
| 6M | +17.6% | +25.8% | -8.2% | +11.6% |
| YTD | -8.0% | +27.9% | -35.9% | -13.2% |
| 1Y | -13.8% | +9.7% | -23.6% | -16.5% |
| 3Y | -50.3% | +128.0% | -178.2% | -58.8% |
| 5Y | +0.7% | +212.4% | -211.7% | -25.6% |
| All | +0.7% | +215.5% | -214.9% | -25.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling