+36.5%
USB vs NVS
+37.6%
-1.1%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.6% | -1.7% | +1.3% |
| 7D | +2.4% | +5.7% | -3.3% | +1.5% |
| 30D | +6.6% | +17.1% | -10.5% | +4.1% |
| 3M | -4.1% | +7.6% | -11.7% | -5.4% |
| 6M | +12.5% | +14.1% | -1.6% | +8.8% |
| YTD | +17.6% | +23.3% | -5.7% | +11.9% |
| 1Y | +36.5% | +36.0% | +0.5% | +26.4% |
| All | +36.5% | +37.6% | -1.1% | +26.4% |
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