-9.1%
NVTS vs UUUU
+56.4%
-65.5%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -5.0% | +9.3% | +6.7% |
| 7D | -1.4% | -10.5% | +9.1% | +3.7% |
| 30D | -16.5% | -10.5% | -6.0% | -12.4% |
| 3M | -47.6% | -14.1% | -33.5% | -43.1% |
| 6M | +7.3% | -35.5% | +42.8% | +31.7% |
| YTD | +62.9% | -10.9% | +73.8% | +73.3% |
| 1Y | +91.3% | +3.4% | +87.9% | +87.2% |
| 3Y | +43.4% | +73.1% | -29.7% | -4.3% |
| All | -9.1% | +56.4% | -65.5% | -44.2% |
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 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