+887.9%
APP vs NVO
-54.3%
+942.3%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +2.4% | +1.5% | +3.4% |
| 7D | +4.6% | +3.3% | +1.3% | +3.9% |
| 30D | +56.0% | +9.2% | +46.8% | +52.6% |
| 3M | +30.8% | -9.8% | +40.6% | +33.2% |
| 6M | -9.8% | -10.4% | +0.6% | -8.6% |
| YTD | -39.3% | -14.1% | -25.2% | -38.6% |
| 1Y | -26.4% | -11.1% | -15.4% | -26.3% |
| 3Y | +887.9% | -54.9% | +942.9% | +1,132.8% |
| All | +887.9% | -54.3% | +942.3% | +1,132.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling