+132,969.6%
UNH vs NVO
+31,806.5%
+101,163.1%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | 0.0% | -1.0% |
| 7D | -3.2% | -7.4% | +4.2% | -1.6% |
| 30D | -3.5% | -5.5% | +2.0% | -2.4% |
| 3M | -4.2% | +4.1% | -8.3% | -5.3% |
| 6M | +38.3% | +19.3% | +19.0% | +32.4% |
| YTD | +19.2% | -9.2% | +28.4% | +19.7% |
| 1Y | +15.0% | -15.0% | +30.0% | +16.6% |
| 3Y | -14.5% | -50.9% | +36.3% | -6.3% |
| 5Y | +4.6% | -0.9% | +5.4% | -4.0% |
| 10Y | +241.1% | +152.4% | +88.7% | +152.9% |
| All | +132,969.6% | +31,806.5% | +101,163.1% | +30,246.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling