+36.5%
USB vs NVT
+3.0%
+33.5%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -12.7% | +14.6% | +2.5% |
| 7D | +2.4% | -19.5% | +21.9% | +3.4% |
| 30D | +6.6% | -32.4% | +39.0% | +8.9% |
| 3M | -4.1% | -30.3% | +26.3% | -2.3% |
| 6M | +12.5% | -30.4% | +42.9% | +13.4% |
| YTD | +17.6% | +11.3% | +6.3% | +8.5% |
| 1Y | +36.5% | +3.6% | +32.9% | +27.8% |
| All | +36.5% | +3.0% | +33.5% | +27.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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