+228.4%
UNH vs NVO
+143.1%
+85.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.1% | -0.2% | -1.9% |
| 7D | -4.5% | -7.6% | +3.0% | -2.8% |
| 30D | -6.5% | -6.0% | -0.6% | -5.3% |
| 3M | -6.0% | -0.8% | -5.2% | -6.2% |
| 6M | +33.7% | +16.5% | +17.2% | +28.0% |
| YTD | +16.4% | -11.1% | +27.5% | +17.3% |
| 1Y | +10.1% | -16.7% | +26.8% | +12.2% |
| 3Y | -16.3% | -52.9% | +36.6% | -7.6% |
| 5Y | +2.1% | -3.0% | +5.1% | -16.0% |
| All | +228.4% | +143.1% | +85.3% | +105.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling