+32.9%
URI vs NVD
-27.4%
+60.2%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +6.5% | -10.8% | -3.8% |
| 7D | -4.3% | +15.0% | -19.3% | -3.2% |
| 30D | +4.6% | +39.3% | -34.7% | +7.5% |
| 3M | -2.1% | +3.1% | -5.3% | -1.1% |
| 6M | +21.9% | -19.0% | +40.9% | +21.9% |
| YTD | +39.7% | -35.5% | +75.2% | +35.3% |
| 1Y | +32.9% | -30.2% | +63.0% | +29.4% |
| All | +32.9% | -27.4% | +60.2% | +29.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 1y: compounded portfolio wealth divided by compounded NVD 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…
1y analysis · Full analysis span regression · 6 months rolling