+72.4%
UBER vs NOK
+157.7%
-85.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.8% | -6.0% | -2.3% |
| 7D | -5.4% | +11.0% | -16.4% | -7.6% |
| 30D | -4.9% | +7.8% | -12.7% | -6.7% |
| 3M | +3.0% | -21.0% | +24.1% | +7.2% |
| 6M | -4.4% | +40.9% | -45.3% | -16.2% |
| YTD | -12.3% | +72.0% | -84.3% | -27.6% |
| 1Y | -24.3% | +140.9% | -165.2% | -44.1% |
| 3Y | +46.4% | +194.3% | -147.8% | -0.6% |
| 5Y | +79.7% | +112.5% | -32.9% | +33.3% |
| All | +72.4% | +157.7% | -85.3% | -11.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NOK.
Daily Out/Under-Performance
Portfolio return minus NOK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NOK 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 10y: compounded portfolio wealth divided by compounded NOK 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…
10y analysis · Full analysis span regression · 6 months rolling