+187.5%
NVT vs UUUU
+74.5%
+113.0%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -5.0% | +9.6% | +5.6% |
| 7D | +4.1% | -10.5% | +14.6% | +6.1% |
| 30D | -5.1% | -10.5% | +5.4% | -3.5% |
| 3M | -1.2% | -14.1% | +13.0% | +0.9% |
| 6M | +46.6% | -35.5% | +82.1% | +55.1% |
| YTD | +60.0% | -10.9% | +70.9% | +57.9% |
| 1Y | +70.8% | +3.4% | +67.4% | +58.3% |
| 3Y | +187.5% | +73.1% | +114.4% | +115.5% |
| All | +187.5% | +74.5% | +113.0% | +115.5% |
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