+17.8%
AVGO vs NVO
-12.6%
+30.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.9% | +2.1% | +0.4% |
| 7D | -3.0% | +2.2% | -5.1% | -3.1% |
| 30D | -14.4% | +6.0% | -20.4% | -14.9% |
| 3M | -14.4% | +7.9% | -22.3% | -15.8% |
| 6M | +13.1% | +27.1% | -14.0% | +6.8% |
| YTD | +3.8% | -3.8% | +7.6% | +2.9% |
| 1Y | +17.8% | -12.8% | +30.6% | +20.7% |
| All | +17.8% | -12.6% | +30.4% | +20.7% |
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