+180.7%
NVT vs URA
+116.4%
+64.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.3% | -1.1% | -1.9% |
| 7D | +7.0% | +5.7% | +1.3% | +4.3% |
| 30D | -2.3% | +5.6% | -7.9% | -4.9% |
| 3M | -3.1% | +6.2% | -9.3% | -6.0% |
| 6M | +47.0% | -8.2% | +55.3% | +50.2% |
| YTD | +56.2% | +9.7% | +46.5% | +45.4% |
| 1Y | +74.5% | +17.0% | +57.6% | +54.7% |
| All | +180.7% | +116.4% | +64.3% | +83.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling