+123.1%
ASML vs NVO
-12.8%
+135.9%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -3.1% | +6.0% | +3.5% |
| 7D | +6.0% | +0.1% | +5.9% | +5.9% |
| 30D | +1.4% | -3.2% | +4.6% | +1.9% |
| 3M | +1.0% | +11.5% | -10.5% | -3.1% |
| 6M | +37.0% | +22.9% | +14.1% | +27.2% |
| YTD | +65.8% | -6.8% | +72.6% | +62.3% |
| 1Y | +123.1% | -12.6% | +135.8% | +133.3% |
| All | +123.1% | -12.8% | +135.9% | +133.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling