+10.7%
NVS vs UUUU
+3.5%
+7.2%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.0% | +4.8% | -0.2% |
| 7D | -14.3% | -10.5% | -3.8% | -14.3% |
| 30D | -10.0% | -10.5% | +0.6% | -10.0% |
| 3M | -10.9% | -14.1% | +3.2% | -10.9% |
| 6M | -12.0% | -35.5% | +23.5% | -12.1% |
| YTD | +2.5% | -10.9% | +13.4% | +2.7% |
| 1Y | +10.7% | +3.4% | +7.3% | +15.3% |
| All | +10.7% | +3.5% | +7.2% | +15.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling