+2,134.4%
NVO vs UAL
+263.5%
+1,870.9%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.8% | +2.8% | +1.1% |
| 7D | -2.6% | +2.3% | -4.8% | -2.8% |
| 30D | +6.5% | +13.3% | -6.8% | +5.4% |
| 3M | -11.8% | -6.3% | -5.5% | -11.4% |
| 6M | -10.3% | +22.5% | -32.8% | -12.1% |
| YTD | -15.2% | +5.9% | -21.1% | -16.1% |
| 1Y | -12.2% | +24.7% | -36.9% | -14.4% |
| 3Y | -55.7% | +211.6% | -267.3% | -60.3% |
| 5Y | -18.7% | +130.6% | -149.3% | -26.7% |
| 10Y | +210.3% | +96.5% | +113.9% | +168.9% |
| All | +2,134.4% | +263.5% | +1,870.9% | +1,482.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 all: compounded portfolio wealth divided by compounded UAL 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…
all analysis · Full analysis span regression · 6 months rolling