+75.9%
UBER vs NOK
+146.6%
-70.6%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +6.2% | -9.7% | -4.8% |
| 7D | -2.8% | +7.3% | -10.1% | -4.4% |
| 30D | -2.5% | +13.8% | -16.3% | -5.7% |
| 3M | +4.4% | -27.0% | +31.4% | +10.5% |
| 6M | -2.7% | +37.6% | -40.3% | -14.3% |
| YTD | -10.5% | +64.6% | -75.1% | -25.3% |
| 1Y | -22.5% | +132.0% | -154.5% | -42.3% |
| 3Y | +54.8% | +183.7% | -128.9% | +5.9% |
| 5Y | +82.5% | +101.3% | -18.8% | +37.1% |
| All | +75.9% | +146.6% | -70.6% | -9.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling