+85.8%
UNH vs NVT
+731.8%
-646.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +4.6% | -7.0% | -3.3% |
| 7D | -4.5% | +4.1% | -8.6% | -5.4% |
| 30D | -6.5% | -5.1% | -1.4% | -5.7% |
| 3M | -6.0% | -1.2% | -4.8% | -6.6% |
| 6M | +33.7% | +46.6% | -12.9% | +20.5% |
| YTD | +16.4% | +60.0% | -43.6% | +2.4% |
| 1Y | +10.1% | +70.8% | -60.7% | -5.3% |
| 3Y | -16.3% | +187.5% | -203.9% | -41.5% |
| 5Y | +2.1% | +426.1% | -424.0% | -44.6% |
| All | +85.8% | +731.8% | -646.0% | -23.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling