+1,761.8%
ASML vs NVO
+149.4%
+1,612.5%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -3.1% | +6.0% | +3.9% |
| 7D | +6.0% | +0.1% | +5.9% | +5.8% |
| 30D | +1.4% | -3.2% | +4.6% | +2.2% |
| 3M | +1.0% | +11.5% | -10.5% | -3.9% |
| 6M | +37.0% | +22.9% | +14.1% | +25.3% |
| YTD | +65.8% | -6.8% | +72.6% | +64.3% |
| 1Y | +123.1% | -12.6% | +135.8% | +125.3% |
| 3Y | +188.2% | -49.6% | +237.7% | +241.2% |
| 5Y | +115.6% | +0.6% | +115.0% | +77.2% |
| 10Y | +1,761.8% | +148.3% | +1,613.6% | +984.9% |
| All | +1,761.8% | +149.4% | +1,612.5% | +984.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling