+37,360.5%
ADI vs NVO
+32,205.3%
+5,155.2%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.3% | +1.8% | +0.8% |
| 7D | +2.6% | -4.7% | +7.4% | +3.8% |
| 30D | -4.6% | -5.4% | +0.8% | -3.4% |
| 3M | -9.5% | +7.0% | -16.5% | -11.7% |
| 6M | +14.8% | +17.6% | -2.8% | +8.9% |
| YTD | +35.8% | -8.0% | +43.9% | +34.9% |
| 1Y | +48.9% | -13.8% | +62.8% | +49.7% |
| 3Y | +115.6% | -50.3% | +165.8% | +139.7% |
| 5Y | +135.1% | +0.7% | +134.4% | +110.0% |
| 10Y | +636.4% | +155.6% | +480.8% | +402.0% |
| All | +37,360.5% | +32,205.3% | +5,155.2% | +6,046.7% |
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 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