+1,559.3%
ASML vs NVO
+212.9%
+1,346.4%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.1% | -1.4% | -2.1% |
| 7D | +10.4% | +0.9% | +9.5% | +10.1% |
| 30D | -12.7% | +6.8% | -19.5% | -14.7% |
| 3M | -17.2% | -11.3% | -5.9% | -14.4% |
| 6M | -1.3% | -12.4% | +11.1% | +1.3% |
| YTD | +40.8% | -16.1% | +56.9% | +43.9% |
| 1Y | +45.2% | -15.1% | +60.3% | +47.3% |
| 3Y | +131.8% | -56.2% | +188.0% | +189.6% |
| 5Y | +84.0% | -19.4% | +103.4% | +62.7% |
| All | +1,559.3% | +212.9% | +1,346.4% | +814.4% |
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