+31,987.2%
AVGO vs NVO
+961.4%
+31,025.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.3% | +0.2% | -0.7% |
| 7D | -0.8% | -4.7% | +3.9% | +0.6% |
| 30D | -13.7% | -5.4% | -8.3% | -12.5% |
| 3M | -6.9% | +7.0% | -13.9% | -9.9% |
| 6M | +5.8% | +17.6% | -11.8% | -1.3% |
| YTD | +5.7% | -8.0% | +13.7% | +5.0% |
| 1Y | +9.0% | -13.8% | +22.9% | +9.9% |
| 3Y | +340.5% | -50.3% | +390.8% | +407.1% |
| 5Y | +711.1% | +0.7% | +710.4% | +587.8% |
| 10Y | +2,856.4% | +155.6% | +2,700.8% | +1,617.1% |
| All | +31,987.2% | +961.4% | +31,025.8% | +10,051.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling