+79.3%
ADI vs NVO
-7.7%
+87.0%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +5.0% | -8.2% | -3.1% |
| 7D | -5.1% | +10.2% | -15.3% | -5.0% |
| 30D | -3.1% | +12.4% | -15.4% | -2.9% |
| 3M | +7.1% | -3.5% | +10.7% | +7.3% |
| 6M | +2.9% | -3.8% | +6.7% | +2.6% |
| YTD | +51.1% | -13.0% | +64.1% | +47.5% |
| 1Y | +79.3% | -8.2% | +87.5% | +72.4% |
| All | +79.3% | -7.7% | +87.0% | +72.4% |
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 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