-9.4%
NVTS vs UUUU
+75.7%
-85.1%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.9% | -3.1% |
| 7D | +3.5% | +1.8% | +1.7% | +2.6% |
| 30D | -11.9% | +1.8% | -13.7% | -13.0% |
| 3M | -49.2% | +1.3% | -50.5% | -48.8% |
| 6M | +38.4% | -26.8% | +65.2% | +60.1% |
| YTD | +62.5% | +0.1% | +62.4% | +63.8% |
| 1Y | +101.4% | +11.2% | +90.2% | +90.0% |
| 3Y | +40.4% | +97.7% | -57.3% | -12.0% |
| All | -9.4% | +75.7% | -85.1% | -47.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling