+1,423.5%
NVO vs UUUU
-92.5%
+1,516.0%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -6.3% | +5.1% | -0.9% |
| 7D | -7.4% | -5.0% | -2.3% | -7.1% |
| 30D | -5.5% | -7.8% | +2.3% | -5.2% |
| 3M | +4.1% | -0.4% | +4.6% | +3.8% |
| 6M | +19.3% | -32.9% | +52.2% | +20.9% |
| YTD | -9.2% | -6.3% | -2.9% | -10.0% |
| 1Y | -15.0% | +7.9% | -22.9% | -16.9% |
| 3Y | -50.9% | +85.2% | -136.1% | -54.1% |
| 5Y | -0.9% | +97.0% | -97.8% | -9.4% |
| 10Y | +152.4% | +492.6% | -340.2% | +107.9% |
| All | +1,423.5% | -92.5% | +1,516.0% | +1,192.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling