+157.1%
URI vs NVDX
+815.5%
-658.4%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.9% | +3.2% | +1.6% |
| 7D | +5.0% | -0.9% | +5.9% | +5.1% |
| 30D | -9.4% | +3.0% | -12.4% | -10.1% |
| 3M | -5.8% | +6.8% | -12.6% | -7.4% |
| 6M | +25.8% | +28.6% | -2.8% | +19.5% |
| YTD | +27.9% | +17.0% | +10.9% | +22.1% |
| 1Y | +9.7% | +27.0% | -17.3% | +2.3% |
| All | +157.1% | +815.5% | -658.4% | +57.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 5y: compounded portfolio wealth divided by compounded NVDX 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…
5y analysis · Full analysis span regression · 6 months rolling