+696.9%
AVGO vs NVO
-4.3%
+701.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.1% | +2.5% | +0.7% |
| 7D | +1.1% | -7.6% | +8.7% | +2.6% |
| 30D | -13.0% | -6.0% | -7.0% | -12.1% |
| 3M | -6.0% | -0.8% | -5.2% | -6.7% |
| 6M | +6.4% | +16.5% | -10.1% | +1.5% |
| YTD | +5.0% | -11.1% | +16.1% | +5.2% |
| 1Y | +1.4% | -16.7% | +18.1% | +2.7% |
| 3Y | +336.8% | -52.9% | +389.7% | +395.1% |
| All | +696.9% | -4.3% | +701.2% | +603.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling