+1,480.5%
BA vs NVO
+29,689.6%
-28,209.1%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.0% | -0.3% | +0.5% |
| 7D | -1.4% | -2.6% | +1.2% | -0.8% |
| 30D | -7.9% | +6.5% | -14.4% | -9.2% |
| 3M | -25.2% | -11.8% | -13.4% | -23.3% |
| 6M | -26.7% | -10.3% | -16.4% | -25.4% |
| YTD | -19.6% | -15.2% | -4.4% | -18.2% |
| 1Y | -10.6% | -12.2% | +1.6% | -10.1% |
| 3Y | -11.2% | -55.7% | +44.5% | +0.4% |
| 5Y | -20.4% | -18.7% | -1.7% | -23.7% |
| 10Y | +26.8% | +210.3% | -183.6% | -11.4% |
| All | +1,480.5% | +29,689.6% | -28,209.1% | +302.2% |
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 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