-7.8%
NVTS vs URI
+197.7%
-205.5%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.6% | +4.7% | +5.0% |
| 7D | +2.7% | -2.0% | +4.7% | +4.4% |
| 30D | -4.5% | -12.9% | +8.5% | +7.1% |
| 3M | -61.5% | -6.7% | -54.8% | -59.4% |
| 6M | +28.0% | +19.0% | +9.0% | +8.4% |
| YTD | +65.3% | +25.5% | +39.7% | +31.2% |
| 1Y | +113.0% | +5.5% | +107.5% | +98.1% |
| 3Y | +34.7% | +111.3% | -76.6% | -33.5% |
| All | -7.8% | +197.7% | -205.5% | -68.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling