+14.4%
BABA vs NVO
+148.4%
-133.9%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.2% | +0.5% | -0.5% |
| 7D | -2.9% | -7.4% | +4.5% | -1.4% |
| 30D | -15.1% | -5.5% | -9.6% | -14.2% |
| 3M | -5.0% | +4.1% | -9.2% | -6.5% |
| 6M | -19.9% | +19.3% | -39.3% | -23.7% |
| YTD | -25.3% | -9.2% | -16.1% | -25.2% |
| 1Y | -23.9% | -15.0% | -8.9% | -23.0% |
| 3Y | +28.1% | -50.9% | +79.0% | +39.8% |
| 5Y | -31.4% | -0.9% | -30.5% | -43.6% |
| All | +14.4% | +148.4% | -133.9% | -26.8% |
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