+78.9%
UBER vs NVT
+419.5%
-340.7%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.6% | -5.9% | -2.8% |
| 7D | -5.4% | +4.1% | -9.5% | -6.8% |
| 30D | -4.9% | -5.1% | +0.2% | -3.7% |
| 3M | +3.0% | -1.2% | +4.2% | +1.3% |
| 6M | -4.4% | +46.6% | -51.0% | -21.6% |
| YTD | -12.3% | +60.0% | -72.3% | -31.3% |
| 1Y | -24.3% | +70.8% | -95.1% | -43.1% |
| 3Y | +46.4% | +187.5% | -141.1% | -23.5% |
| All | +78.9% | +419.5% | -340.7% | -36.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling