+75.9%
UBER vs NVS
+119.1%
-43.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -13.9% | +10.5% | +3.4% |
| 7D | -2.8% | -14.6% | +11.8% | +4.5% |
| 30D | -2.5% | -11.9% | +9.4% | +3.1% |
| 3M | +4.4% | -6.0% | +10.3% | +6.4% |
| 6M | -2.7% | -11.4% | +8.7% | +2.1% |
| YTD | -10.5% | +2.9% | -13.4% | -13.8% |
| 1Y | -22.5% | +10.2% | -32.7% | -28.4% |
| 3Y | +54.8% | +55.3% | -0.5% | +12.4% |
| 5Y | +82.5% | +89.6% | -7.1% | +11.5% |
| All | +75.9% | +119.1% | -43.2% | -11.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 NVS 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