+125,387.6%
AAPL vs NVO
+31,806.5%
+93,581.1%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.2% | +4.8% | +3.8% |
| 7D | -0.5% | -7.4% | +6.9% | +1.0% |
| 30D | +7.1% | -5.5% | +12.6% | +8.3% |
| 3M | +12.1% | +4.1% | +8.0% | +11.0% |
| 6M | +25.4% | +19.3% | +6.1% | +20.5% |
| YTD | +20.5% | -9.2% | +29.6% | +20.7% |
| 1Y | +44.5% | -15.0% | +59.5% | +46.1% |
| 3Y | +85.8% | -50.9% | +136.6% | +102.9% |
| 5Y | +124.8% | -0.9% | +125.6% | +105.8% |
| 10Y | +1,284.7% | +152.4% | +1,132.2% | +925.3% |
| All | +125,387.6% | +31,806.5% | +93,581.1% | +39,547.9% |
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 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