+210.4%
URI vs NVT
+425.5%
-215.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.2% | -3.7% | -1.8% |
| 7D | +2.5% | +10.4% | -7.8% | -3.1% |
| 30D | -12.5% | -1.3% | -11.3% | -12.3% |
| 3M | -6.2% | -0.6% | -5.6% | -7.5% |
| 6M | +25.9% | +53.8% | -27.9% | -6.7% |
| YTD | +26.2% | +60.2% | -34.0% | -10.4% |
| 1Y | +5.5% | +76.8% | -71.3% | -31.3% |
| 3Y | +125.0% | +191.2% | -66.3% | -8.2% |
| 5Y | +210.4% | +430.9% | -220.5% | -27.7% |
| All | +210.4% | +425.5% | -215.1% | -27.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling