+72.4%
UBER vs NVO
+110.3%
-37.9%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.1% | +0.9% | -0.7% |
| 7D | -5.4% | -7.6% | +2.2% | -3.5% |
| 30D | -4.9% | -6.0% | +1.1% | -3.4% |
| 3M | +3.0% | -0.8% | +3.8% | +3.1% |
| 6M | -4.4% | +16.5% | -20.9% | -8.3% |
| YTD | -12.3% | -11.1% | -1.2% | -11.2% |
| 1Y | -24.3% | -16.7% | -7.6% | -22.5% |
| 3Y | +46.4% | -52.9% | +99.4% | +67.6% |
| 5Y | +79.7% | -3.0% | +82.6% | +48.6% |
| All | +72.4% | +110.3% | -37.9% | 0.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NVO.
Daily Out/Under-Performance
Portfolio return minus NVO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVO 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 NVO 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