+1.4%
UAL vs NVTS
+103.9%
-102.5%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.3% | +2.3% | -0.7% |
| 7D | -1.1% | +3.5% | -4.6% | -1.5% |
| 30D | -13.4% | -11.9% | -1.5% | -12.6% |
| 3M | -2.3% | -49.2% | +46.9% | +2.3% |
| 6M | +13.3% | +38.4% | -25.1% | +2.4% |
| YTD | -4.2% | +62.5% | -66.7% | -15.7% |
| 1Y | +1.4% | +101.4% | -100.0% | -17.4% |
| All | +1.4% | +103.9% | -102.5% | -17.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NVTS.
Daily Out/Under-Performance
Portfolio return minus NVTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVTS 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 1y: compounded portfolio wealth divided by compounded NVTS 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…
1y analysis · Full analysis span regression · 6 months rolling