-26.2%
UBER vs NVT
+3.0%
-29.2%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -12.7% | +17.6% | +4.5% |
| 7D | +7.0% | -19.5% | +26.5% | +6.6% |
| 30D | +0.6% | -32.4% | +33.0% | +0.3% |
| 3M | -2.9% | -30.3% | +27.4% | -3.2% |
| 6M | -5.5% | -30.4% | +25.0% | -5.9% |
| YTD | -14.5% | +11.3% | -25.8% | -22.3% |
| 1Y | -26.2% | +3.6% | -29.8% | -31.9% |
| All | -26.2% | +3.0% | -29.2% | -31.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 1y: compounded portfolio wealth divided by compounded NVT 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…
1y analysis · Full analysis span regression · 6 months rolling