+5.5%
URI vs NVD
-61.9%
+67.4%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.4% | +3.0% | +1.5% |
| 7D | -2.0% | -11.1% | +9.1% | -2.6% |
| 30D | -12.9% | -13.3% | +0.3% | -13.3% |
| 3M | -6.7% | -19.8% | +13.1% | -7.5% |
| 6M | +19.0% | -48.8% | +67.8% | +15.4% |
| YTD | +25.5% | -49.7% | +75.2% | +21.0% |
| 1Y | +5.5% | -61.4% | +66.9% | +1.7% |
| All | +5.5% | -61.9% | +67.4% | +1.7% |
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