+127.9%
UAL vs NVT
+227.4%
-99.5%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +7.7% | -1.0% | +2.8% |
| 7D | +10.2% | -7.5% | +17.7% | +12.6% |
| 30D | +12.0% | -31.5% | +43.6% | +33.5% |
| 3M | -7.1% | -30.4% | +23.3% | +8.4% |
| 6M | +20.9% | -32.5% | +53.3% | +40.5% |
| YTD | +7.7% | +12.9% | -5.3% | -10.3% |
| 1Y | +23.6% | +3.7% | +19.8% | +8.0% |
| 3Y | +222.6% | +135.8% | +86.8% | +41.0% |
| 5Y | +127.9% | +232.7% | -104.7% | -32.6% |
| All | +127.9% | +227.4% | -99.5% | -32.6% |
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