+9.7%
URI vs NVT
+72.6%
-62.8%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.5% | +3.8% | +2.0% |
| 7D | +5.0% | +7.0% | -2.0% | +3.1% |
| 30D | -9.4% | -2.3% | -7.1% | -8.9% |
| 3M | -5.8% | -3.1% | -2.7% | -5.5% |
| 6M | +25.8% | +47.0% | -21.2% | +15.7% |
| YTD | +27.9% | +56.2% | -28.3% | +14.3% |
| 1Y | +9.7% | +74.5% | -64.8% | -2.5% |
| All | +9.7% | +72.6% | -62.8% | -2.5% |
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