+34.4%
URI vs NVD
-5.2%
+39.6%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.9% | -5.2% | -0.9% |
| 7D | +6.7% | +28.6% | -21.9% | +9.4% |
| 30D | +8.9% | +73.6% | -64.8% | +14.9% |
| 3M | +0.5% | +70.1% | -69.5% | +6.6% |
| 6M | +20.7% | +53.6% | -32.9% | +27.4% |
| YTD | +40.0% | -7.0% | +47.0% | +40.4% |
| 1Y | +34.4% | -9.0% | +43.4% | +33.6% |
| All | +34.4% | -5.2% | +39.6% | +33.6% |
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