+164.1%
URI vs NVT
+131.8%
+32.3%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +7.7% | -0.9% | +3.7% |
| 7D | -4.0% | -7.5% | +3.5% | -1.5% |
| 30D | +6.8% | -31.5% | +38.3% | +23.0% |
| 3M | -2.8% | -30.4% | +27.6% | +10.3% |
| 6M | +20.9% | -32.5% | +53.3% | +37.6% |
| YTD | +40.2% | +12.9% | +27.3% | +21.7% |
| 1Y | +34.1% | +3.7% | +30.4% | +21.2% |
| 3Y | +164.1% | +135.8% | +28.4% | +20.0% |
| All | +164.1% | +131.8% | +32.3% | +20.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling