+34.4%
URI vs NVS
+25.4%
+9.0%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.4% | -1.3% |
| 7D | +6.7% | -1.3% | +8.0% | +6.9% |
| 30D | +8.9% | +9.3% | -0.4% | +8.0% |
| 3M | +0.5% | +5.8% | -5.3% | -0.5% |
| 6M | +20.7% | +7.2% | +13.5% | +18.4% |
| YTD | +40.0% | +20.0% | +20.1% | +33.7% |
| 1Y | +34.4% | +25.4% | +9.0% | +25.2% |
| All | +34.4% | +25.4% | +9.0% | +25.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 NVS 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