+501.5%
NVT vs URA
+204.1%
+297.4%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.6% | +0.9% | 0.0% |
| 7D | +8.0% | -1.5% | +9.5% | +8.8% |
| 30D | -24.8% | -10.4% | -14.4% | -20.2% |
| 3M | -32.4% | -29.6% | -2.8% | -20.4% |
| 6M | -33.5% | -40.3% | +6.8% | -16.0% |
| YTD | +13.2% | -25.5% | +38.7% | +27.3% |
| 1Y | +9.0% | -26.4% | +35.4% | +23.2% |
| 3Y | +129.4% | +31.4% | +97.9% | +91.4% |
| 5Y | +230.1% | +28.6% | +201.5% | +164.5% |
| All | +501.5% | +204.1% | +297.4% | +105.3% |
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