+102.2%
USO vs NVS
+37.6%
+64.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +3.6% | -11.7% | -6.5% |
| 7D | -12.7% | +5.7% | -18.4% | -10.5% |
| 30D | +1.0% | +17.1% | -16.1% | +8.1% |
| 3M | +25.6% | +7.6% | +18.0% | +31.0% |
| 6M | -1.5% | +14.1% | -15.6% | +9.3% |
| YTD | +110.3% | +23.3% | +86.9% | +131.1% |
| 1Y | +102.2% | +36.0% | +66.2% | +129.4% |
| All | +102.2% | +37.6% | +64.5% | +129.4% |
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