-0.3%
BA vs NVO
-49.3%
+49.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.1% | +2.4% | -0.3% |
| 7D | +2.5% | +0.1% | +2.4% | +2.4% |
| 30D | -10.1% | -3.2% | -6.9% | -9.7% |
| 3M | -2.4% | +11.5% | -13.9% | -4.2% |
| 6M | -8.8% | +22.9% | -31.7% | -11.6% |
| YTD | -2.9% | -6.8% | +3.9% | -3.3% |
| 1Y | -8.8% | -12.6% | +3.9% | -8.5% |
| 3Y | -0.3% | -49.6% | +49.3% | +4.7% |
| All | -0.3% | -49.3% | +49.1% | +4.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling