+30.4%
URI vs NVD
-8.4%
+38.7%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +10.9% | -12.9% | -1.1% |
| 7D | -6.0% | +43.9% | -49.9% | -2.3% |
| 30D | +4.6% | +74.0% | -69.4% | +10.4% |
| 3M | -2.7% | +48.3% | -51.0% | +2.0% |
| 6M | +18.4% | +30.3% | -12.0% | +23.6% |
| YTD | +37.4% | -12.9% | +50.2% | +36.9% |
| 1Y | +30.4% | -4.0% | +34.3% | +30.0% |
| All | +30.4% | -8.4% | +38.7% | +30.0% |
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