+3.6%
NVT vs URA
-32.2%
+35.7%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | -1.1% | -11.7% | -12.1% |
| 7D | -19.5% | -10.5% | -8.9% | -14.3% |
| 30D | -32.4% | -18.6% | -13.8% | -24.3% |
| 3M | -30.3% | -23.0% | -7.3% | -20.2% |
| 6M | -30.4% | -40.3% | +9.8% | -11.2% |
| YTD | +11.3% | -23.5% | +34.8% | +18.1% |
| 1Y | +3.6% | -31.1% | +34.7% | +16.9% |
| All | +3.6% | -32.2% | +35.7% | +16.9% |
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