+2,163.8%
NVO vs UAL
+235.7%
+1,928.1%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.7% | +4.2% | +2.6% |
| 7D | +3.3% | -3.0% | +6.3% | +3.5% |
| 30D | +9.2% | +10.5% | -1.3% | +8.3% |
| 3M | -9.8% | -13.5% | +3.7% | -8.8% |
| 6M | -10.4% | +14.2% | -24.7% | -11.7% |
| YTD | -14.1% | -2.2% | -11.9% | -14.5% |
| 1Y | -11.1% | +12.5% | -23.6% | -12.5% |
| 3Y | -54.9% | +186.8% | -241.8% | -59.4% |
| 5Y | -17.4% | +119.4% | -136.8% | -25.2% |
| 10Y | +214.4% | +81.4% | +133.0% | +174.2% |
| All | +2,163.8% | +235.7% | +1,928.1% | +1,514.0% |
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