+10.1%
UNH vs NVO
-15.7%
+25.7%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.1% | -0.2% | -2.0% |
| 7D | -4.5% | -7.6% | +3.0% | -3.3% |
| 30D | -6.5% | -6.0% | -0.6% | -5.6% |
| 3M | -6.0% | -0.8% | -5.2% | -6.1% |
| 6M | +33.7% | +16.5% | +17.2% | +29.5% |
| YTD | +16.4% | -11.1% | +27.5% | +15.3% |
| 1Y | +10.1% | -16.7% | +26.8% | +9.8% |
| All | +10.1% | -15.7% | +25.7% | +9.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling