+3.6%
NVT vs UUUU
-55.1%
+58.7%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | -0.8% | -11.9% | -12.5% |
| 7D | -19.5% | -14.4% | -5.1% | -16.0% |
| 30D | -32.4% | -33.6% | +1.2% | -24.9% |
| 3M | -30.3% | -44.2% | +13.8% | -19.9% |
| 6M | -30.4% | -66.8% | +36.3% | -11.8% |
| YTD | +11.3% | -50.6% | +62.0% | +20.8% |
| 1Y | +3.6% | -57.8% | +61.4% | +16.3% |
| All | +3.6% | -55.1% | +58.7% | +16.3% |
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