+2,434.1%
NVO vs UAL
+242.1%
+2,192.0%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.5% | -4.4% | -2.1% |
| 7D | +2.2% | +0.7% | +1.5% | +2.1% |
| 30D | +6.0% | -16.1% | +22.1% | +7.5% |
| 3M | +7.9% | +6.1% | +1.7% | +7.2% |
| 6M | +27.1% | +10.8% | +16.2% | +25.5% |
| YTD | -3.8% | -0.4% | -3.4% | -4.3% |
| 1Y | -12.8% | +5.0% | -17.9% | -13.8% |
| 3Y | -46.3% | +124.0% | -170.3% | -50.6% |
| 5Y | +3.6% | +141.0% | -137.4% | -6.8% |
| 10Y | +157.0% | +118.0% | +39.0% | +121.0% |
| All | +2,434.1% | +242.1% | +2,192.0% | +1,706.1% |
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