+74.5%
UBER vs NVO
+114.9%
-40.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.2% | +3.3% | +2.4% |
| 7D | -4.5% | -7.4% | +2.9% | -2.6% |
| 30D | -7.6% | -5.5% | -2.1% | -6.3% |
| 3M | +5.8% | +4.1% | +1.6% | +4.5% |
| 6M | +0.3% | +19.3% | -19.1% | -4.4% |
| YTD | -11.2% | -9.2% | -2.0% | -10.6% |
| 1Y | -23.0% | -15.0% | -8.0% | -21.6% |
| 3Y | +53.6% | -50.9% | +104.5% | +73.7% |
| 5Y | +81.9% | -0.9% | +82.8% | +49.7% |
| All | +74.5% | +114.9% | -40.3% | +0.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling