+29.9%
AAPL vs NVO
-7.7%
+37.6%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +5.0% | +0.4% | +4.9% |
| 7D | +1.7% | +10.2% | -8.5% | +0.9% |
| 30D | +5.0% | +12.4% | -7.4% | +4.1% |
| 3M | +13.1% | -3.5% | +16.6% | +13.2% |
| 6M | +26.5% | -3.8% | +30.2% | +27.6% |
| YTD | +28.9% | -13.0% | +41.9% | +29.4% |
| 1Y | +29.9% | -8.2% | +38.1% | +29.9% |
| All | +29.9% | -7.7% | +37.6% | +29.9% |
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