-48.4%
NVTS vs URI
+12.1%
-60.5%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +1.1% | +8.4% | +8.5% |
| 7D | +1.5% | -9.8% | +11.3% | +11.7% |
| 30D | -23.8% | +1.7% | -25.6% | -24.7% |
| 3M | -30.6% | -9.1% | -21.5% | -23.9% |
| 6M | -48.4% | +9.9% | -58.2% | -50.4% |
| All | -48.4% | +12.1% | -60.5% | -50.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling