+81.9%
UBER vs NOK
+99.4%
-17.5%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.3% | +3.4% | +2.4% |
| 7D | -4.5% | +8.7% | -13.2% | -6.4% |
| 30D | -7.6% | +12.5% | -20.1% | -10.6% |
| 3M | +5.8% | -20.7% | +26.5% | +10.4% |
| 6M | +0.3% | +36.2% | -35.9% | -15.3% |
| YTD | -11.2% | +64.1% | -75.3% | -30.6% |
| 1Y | -23.0% | +132.4% | -155.4% | -49.5% |
| 3Y | +53.6% | +182.9% | -129.3% | -13.4% |
| 5Y | +81.9% | +102.8% | -20.9% | +30.3% |
| All | +81.9% | +99.4% | -17.5% | +30.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling