+27.0%
UNH vs NVTS
-9.1%
+36.1%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +9.0% | -7.8% | +1.0% |
| 7D | +0.6% | -0.3% | +0.9% | +0.5% |
| 30D | +8.1% | -24.4% | +32.5% | +8.7% |
| 3M | +1.1% | -26.5% | +27.5% | +1.6% |
| 6M | +11.7% | -41.4% | +53.1% | +10.7% |
| YTD | +26.5% | +30.7% | -4.2% | +18.2% |
| 1Y | +27.0% | -10.8% | +37.8% | +18.5% |
| All | +27.0% | -9.1% | +36.1% | +18.5% |
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