+1,264.4%
BE vs NVO
-4.3%
+1,268.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -2.1% | +8.8% | +7.1% |
| 7D | +9.0% | -7.6% | +16.6% | +10.9% |
| 30D | +16.3% | -6.0% | +22.2% | +17.7% |
| 3M | +10.8% | -0.8% | +11.6% | +9.4% |
| 6M | +73.2% | +16.5% | +56.7% | +63.5% |
| YTD | +217.4% | -11.1% | +228.5% | +214.9% |
| 1Y | +309.8% | -16.7% | +326.5% | +314.7% |
| 3Y | +1,726.2% | -52.9% | +1,779.1% | +1,935.0% |
| All | +1,264.4% | -4.3% | +1,268.7% | +839.0% |
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