-26.4%
BA vs NVO
-17.6%
-8.8%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.4% | -2.4% | -0.4% |
| 7D | -1.1% | +3.3% | -4.4% | -1.7% |
| 30D | -7.1% | +9.2% | -16.3% | -8.5% |
| 3M | -25.5% | -9.8% | -15.8% | -24.4% |
| 6M | -28.7% | -10.4% | -18.3% | -27.7% |
| YTD | -21.0% | -14.1% | -6.9% | -20.3% |
| 1Y | -11.9% | -11.1% | -0.8% | -11.8% |
| 3Y | -16.2% | -54.9% | +38.8% | -8.5% |
| All | -26.4% | -17.6% | -8.8% | -40.2% |
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