+717.0%
NVT vs URA
+340.0%
+377.0%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.8% | +1.8% | +2.2% |
| 7D | +5.1% | +1.1% | +4.0% | +4.6% |
| 30D | -3.7% | +7.4% | -11.1% | -7.0% |
| 3M | -10.1% | -8.4% | -1.8% | -6.9% |
| 6M | +37.5% | -12.7% | +50.2% | +44.0% |
| YTD | +53.7% | +7.8% | +45.9% | +45.2% |
| 1Y | +70.9% | +19.5% | +51.4% | +51.9% |
| 3Y | +180.4% | +116.4% | +64.0% | +84.8% |
| 5Y | +393.5% | +134.3% | +259.2% | +182.7% |
| All | +717.0% | +340.0% | +377.0% | +134.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling