+391.7%
APP vs NVO
+47.6%
+344.0%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.9% | +4.1% | +2.7% |
| 7D | +0.9% | +2.2% | -1.3% | +0.3% |
| 30D | -23.3% | +6.0% | -29.3% | -24.5% |
| 3M | -42.6% | +7.9% | -50.5% | -44.1% |
| 6M | -33.6% | +27.1% | -60.7% | -38.2% |
| YTD | -52.4% | -3.8% | -48.6% | -52.8% |
| 1Y | -35.9% | -12.8% | -23.0% | -35.3% |
| 3Y | +642.2% | -46.3% | +688.5% | +736.2% |
| 5Y | +311.1% | +3.6% | +307.5% | +220.0% |
| All | +391.7% | +47.6% | +344.0% | +227.2% |
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