+138.3%
ADI vs NVO
-4.3%
+142.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -2.1% | +7.0% | +5.2% |
| 7D | +4.6% | -7.6% | +12.1% | +5.8% |
| 30D | -1.2% | -6.0% | +4.8% | -0.3% |
| 3M | -7.8% | -0.8% | -7.0% | -8.3% |
| 6M | +19.3% | +16.5% | +2.9% | +15.2% |
| YTD | +40.9% | -11.1% | +52.0% | +40.8% |
| 1Y | +54.5% | -16.7% | +71.2% | +55.8% |
| 3Y | +123.4% | -52.9% | +176.3% | +144.0% |
| All | +138.3% | -4.3% | +142.5% | +93.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling