+35.9%
URI vs NVS
+28.3%
+7.7%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.8% | +6.0% | +4.3% |
| 7D | +2.6% | -2.8% | +5.4% | +2.9% |
| 30D | +9.1% | +11.5% | -2.4% | +8.0% |
| 3M | +1.0% | +3.7% | -2.7% | +0.5% |
| 6M | +23.3% | +10.4% | +13.0% | +19.4% |
| YTD | +43.3% | +19.8% | +23.5% | +36.3% |
| 1Y | +35.9% | +26.6% | +9.3% | +25.2% |
| All | +35.9% | +28.3% | +7.7% | +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