+98.3%
USB vs NVT
+183.2%
-84.9%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.6% | -2.8% | -0.9% |
| 7D | +1.4% | +5.1% | -3.6% | +0.2% |
| 30D | -1.3% | -3.7% | +2.4% | -0.6% |
| 3M | +15.2% | -10.1% | +25.4% | +17.1% |
| 6M | +18.8% | +37.5% | -18.6% | +5.5% |
| YTD | +21.0% | +53.7% | -32.7% | +3.5% |
| 1Y | +34.0% | +70.9% | -36.8% | +9.6% |
| All | +98.3% | +183.2% | -84.9% | +14.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling