+122.1%
URI vs NVT
+189.8%
-67.7%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.6% | -1.0% | +0.4% |
| 7D | -2.0% | +5.1% | -7.1% | -4.1% |
| 30D | -12.9% | -3.7% | -9.2% | -11.6% |
| 3M | -6.7% | -10.1% | +3.4% | -3.2% |
| 6M | +19.0% | +37.5% | -18.5% | -0.7% |
| YTD | +25.5% | +53.7% | -28.2% | -2.5% |
| 1Y | +5.5% | +70.9% | -65.3% | -23.9% |
| All | +122.1% | +189.8% | -67.7% | +2.4% |
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