+174.9%
NVS vs UUUU
+465.5%
-290.6%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.0% | +4.8% | 0.0% |
| 7D | -14.3% | -10.5% | -3.8% | -13.9% |
| 30D | -10.0% | -10.5% | +0.6% | -9.6% |
| 3M | -10.9% | -14.1% | +3.2% | -10.5% |
| 6M | -12.0% | -35.5% | +23.5% | -10.8% |
| YTD | +2.5% | -10.9% | +13.4% | +1.6% |
| 1Y | +10.7% | +3.4% | +7.3% | +7.9% |
| 3Y | +53.3% | +73.1% | -19.8% | +42.0% |
| 5Y | +93.6% | +87.1% | +6.5% | +73.3% |
| All | +174.9% | +465.5% | -290.6% | +103.8% |
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