+1,611.9%
BE vs NVO
-50.9%
+1,662.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.2% | -2.8% | -3.8% |
| 7D | +9.7% | -7.4% | +17.1% | +10.9% |
| 30D | +22.4% | -5.5% | +27.9% | +23.3% |
| 3M | +10.4% | +4.1% | +6.2% | +8.3% |
| 6M | +67.9% | +19.3% | +48.5% | +60.0% |
| YTD | +197.5% | -9.2% | +206.7% | +192.7% |
| 1Y | +310.6% | -15.0% | +325.6% | +310.6% |
| All | +1,611.9% | -50.9% | +1,662.7% | +1,642.4% |
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