+135.0%
URI vs NVD
-99.2%
+234.2%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.4% | +3.0% | +1.4% |
| 7D | -2.0% | -11.1% | +9.1% | -3.3% |
| 30D | -12.9% | -13.3% | +0.3% | -14.1% |
| 3M | -6.7% | -19.8% | +13.1% | -8.1% |
| 6M | +19.0% | -48.8% | +67.8% | +11.6% |
| YTD | +25.5% | -49.7% | +75.2% | +18.1% |
| 1Y | +5.5% | -61.4% | +66.9% | -3.4% |
| 3Y | +111.3% | -99.1% | +210.4% | +24.1% |
| All | +135.0% | -99.2% | +234.2% | +35.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling