+137.7%
UAL vs NVT
+425.5%
-287.8%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +4.2% | -7.0% | -5.2% |
| 7D | +3.5% | +10.4% | -6.9% | -2.3% |
| 30D | -16.5% | -1.3% | -15.2% | -16.3% |
| 3M | +2.8% | -0.6% | +3.4% | +0.7% |
| 6M | +17.6% | +53.8% | -36.2% | -13.2% |
| YTD | -3.2% | +60.2% | -63.4% | -30.7% |
| 1Y | +0.4% | +76.8% | -76.3% | -33.3% |
| 3Y | +128.2% | +191.2% | -63.1% | -3.9% |
| 5Y | +137.7% | +430.9% | -293.2% | -40.3% |
| All | +137.7% | +425.5% | -287.8% | -40.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 5y: compounded portfolio wealth divided by compounded NVT 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…
5y analysis · Full analysis span regression · 6 months rolling