+48.9%
NVTS vs URI
+153.1%
-104.2%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -1.3% | -5.1% | -5.4% |
| 7D | +3.9% | +6.7% | -2.8% | -0.7% |
| 30D | -4.3% | +8.9% | -13.2% | -9.7% |
| 3M | -34.5% | +0.5% | -35.0% | -34.1% |
| 6M | -57.7% | +20.7% | -78.4% | -62.6% |
| YTD | +25.4% | +40.0% | -14.7% | -5.5% |
| 1Y | +13.1% | +34.4% | -21.3% | -11.6% |
| 3Y | +48.9% | +149.5% | -100.6% | -19.8% |
| All | +48.9% | +153.1% | -104.2% | -19.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling