+48.3%
UBER vs NVT
+178.0%
-129.7%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.1% | +4.2% | +2.6% |
| 7D | -4.5% | +2.0% | -6.5% | -5.0% |
| 30D | -7.6% | -7.2% | -0.4% | -6.3% |
| 3M | +5.8% | -0.9% | +6.7% | +4.2% |
| 6M | +0.3% | +42.6% | -42.3% | -13.2% |
| YTD | -11.2% | +52.9% | -64.1% | -25.4% |
| 1Y | -23.0% | +64.5% | -87.4% | -37.5% |
| All | +48.3% | +178.0% | -129.7% | -14.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling