+32.9%
URI vs NVT
+3.0%
+29.9%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -12.7% | +8.3% | -1.3% |
| 7D | -4.3% | -19.5% | +15.2% | +0.5% |
| 30D | +4.6% | -32.4% | +37.0% | +14.4% |
| 3M | -2.1% | -30.3% | +28.2% | +5.9% |
| 6M | +21.9% | -30.4% | +52.4% | +31.5% |
| YTD | +39.7% | +11.3% | +28.4% | +31.6% |
| 1Y | +32.9% | +3.6% | +29.3% | +27.9% |
| All | +32.9% | +3.0% | +29.9% | +27.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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