+136.0%
NVO vs UUUU
+465.5%
-329.5%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -5.0% | +2.9% | -1.8% |
| 7D | -7.6% | -10.5% | +2.9% | -6.9% |
| 30D | -6.0% | -10.5% | +4.5% | -5.4% |
| 3M | -0.8% | -14.1% | +13.4% | -0.2% |
| 6M | +16.5% | -35.5% | +51.9% | +18.7% |
| YTD | -11.1% | -10.9% | -0.2% | -11.8% |
| 1Y | -16.7% | +3.4% | -20.1% | -19.0% |
| 3Y | -52.9% | +73.1% | -126.0% | -56.9% |
| 5Y | -3.0% | +87.1% | -90.1% | -14.0% |
| All | +136.0% | +465.5% | -329.5% | +73.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling