+72.4%
BA vs NVO
+151.5%
-79.1%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.3% | -0.7% | -1.7% |
| 7D | -1.2% | -4.7% | +3.6% | 0.0% |
| 30D | -11.3% | -5.4% | -5.9% | -10.2% |
| 3M | -3.8% | +7.0% | -10.7% | -5.7% |
| 6M | -8.3% | +17.6% | -25.9% | -12.2% |
| YTD | -4.9% | -8.0% | +3.1% | -5.0% |
| 1Y | -10.1% | -13.8% | +3.8% | -9.1% |
| 3Y | -2.3% | -50.3% | +48.0% | +8.1% |
| 5Y | -3.5% | +0.7% | -4.2% | -20.5% |
| All | +72.4% | +151.5% | -79.1% | +8.8% |
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