+46.4%
UBER vs NOK
+195.7%
-149.3%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.8% | -6.0% | -1.5% |
| 7D | -5.4% | +11.0% | -16.4% | -6.1% |
| 30D | -4.9% | +7.8% | -12.7% | -5.4% |
| 3M | +3.0% | -21.0% | +24.1% | +5.0% |
| 6M | -4.4% | +40.9% | -45.3% | -10.7% |
| YTD | -12.3% | +72.0% | -84.3% | -20.6% |
| 1Y | -24.3% | +140.9% | -165.2% | -36.2% |
| 3Y | +46.4% | +194.3% | -147.8% | +25.5% |
| All | +46.4% | +195.7% | -149.3% | +25.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling