+37.5%
NVTS vs UUUU
+83.7%
-46.2%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -6.3% | +2.4% | -1.0% |
| 7D | +0.5% | -5.0% | +5.5% | +2.8% |
| 30D | -18.0% | -7.8% | -10.2% | -15.3% |
| 3M | -45.6% | -0.4% | -45.2% | -44.8% |
| 6M | +28.5% | -32.9% | +61.3% | +51.5% |
| YTD | +56.2% | -6.3% | +62.4% | +64.9% |
| 1Y | +97.7% | +7.9% | +89.8% | +101.4% |
| All | +37.5% | +83.7% | -46.2% | +4.6% |
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