+199.3%
URI vs NVS
+135.9%
+63.5%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +0.7% | +6.2% | +6.7% |
| 7D | -4.0% | +1.3% | -5.4% | -4.3% |
| 30D | +6.8% | +13.9% | -7.1% | +3.5% |
| 3M | -2.8% | +4.7% | -7.5% | -4.4% |
| 6M | +20.9% | +12.1% | +8.8% | +16.0% |
| YTD | +40.2% | +22.3% | +17.9% | +31.0% |
| 1Y | +34.1% | +33.5% | +0.6% | +21.8% |
| 3Y | +164.1% | +94.7% | +69.4% | +104.9% |
| 5Y | +199.3% | +137.6% | +61.8% | +104.8% |
| All | +199.3% | +135.9% | +63.5% | +104.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling