+53.7%
NVS vs UUUU
+83.7%
-30.0%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -6.3% | +6.3% | 0.0% |
| 7D | -15.7% | -5.0% | -10.7% | -15.7% |
| 30D | -11.1% | -7.8% | -3.3% | -11.0% |
| 3M | -7.2% | -0.4% | -6.7% | -7.2% |
| 6M | -12.3% | -32.9% | +20.6% | -12.2% |
| YTD | +2.8% | -6.3% | +9.0% | +2.4% |
| 1Y | +11.9% | +7.9% | +4.0% | +11.0% |
| All | +53.7% | +83.7% | -30.0% | +50.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling