+112.2%
USO vs NVS
+10.8%
+101.4%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.2% | -2.0% | -2.3% |
| 7D | +9.1% | -14.3% | +23.4% | +3.4% |
| 30D | +21.7% | -10.0% | +31.6% | +17.9% |
| 3M | +20.2% | -10.9% | +31.1% | +15.8% |
| 6M | +43.4% | -12.0% | +55.3% | +40.8% |
| YTD | +124.0% | +2.5% | +121.5% | +124.0% |
| 1Y | +112.2% | +10.7% | +101.5% | +115.1% |
| All | +112.2% | +10.8% | +101.4% | +115.1% |
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