+151.4%
ADBE vs NVO
+143.1%
+8.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.1% | +3.5% | +2.0% |
| 7D | -5.4% | -7.6% | +2.2% | -3.2% |
| 30D | -2.5% | -6.0% | +3.5% | -0.9% |
| 3M | +15.3% | -0.8% | +16.1% | +15.3% |
| 6M | -7.8% | +16.5% | -24.3% | -12.3% |
| YTD | -27.9% | -11.1% | -16.8% | -26.9% |
| 1Y | -28.0% | -16.7% | -11.3% | -26.1% |
| 3Y | -55.3% | -52.9% | -2.4% | -48.3% |
| 5Y | -61.7% | -3.0% | -58.8% | -69.5% |
| All | +151.4% | +143.1% | +8.3% | +42.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling