+9.7%
URI vs NVS
+10.4%
-0.7%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.2% | +1.5% | +1.4% |
| 7D | +5.0% | -15.4% | +20.4% | +7.2% |
| 30D | -9.4% | -12.3% | +2.9% | -8.0% |
| 3M | -5.8% | -7.8% | +2.0% | -6.2% |
| 6M | +25.8% | -13.0% | +38.8% | +27.4% |
| YTD | +27.9% | +2.8% | +25.1% | +22.1% |
| 1Y | +9.7% | +10.6% | -0.9% | +1.1% |
| All | +9.7% | +10.4% | -0.7% | +1.1% |
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