+45.0%
AAPL vs NVO
-15.7%
+60.6%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.1% | +3.9% | +1.9% |
| 7D | +3.8% | -7.6% | +11.4% | +4.4% |
| 30D | +9.9% | -6.0% | +15.9% | +10.4% |
| 3M | +12.5% | -0.8% | +13.3% | +13.2% |
| 6M | +27.6% | +16.5% | +11.2% | +28.1% |
| YTD | +22.6% | -11.1% | +33.7% | +23.1% |
| 1Y | +45.0% | -16.7% | +61.7% | +47.6% |
| All | +45.0% | -15.7% | +60.6% | +47.6% |
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