+977.1%
BE vs NVO
+112.1%
+865.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.3% | -1.5% | -2.5% |
| 7D | +23.9% | -4.7% | +28.7% | +25.4% |
| 30D | +27.8% | -5.4% | +33.3% | +29.5% |
| 3M | +3.7% | +7.0% | -3.2% | +0.2% |
| 6M | +78.0% | +17.6% | +60.3% | +66.7% |
| YTD | +209.9% | -8.0% | +218.0% | +205.8% |
| 1Y | +389.6% | -13.8% | +403.4% | +393.3% |
| 3Y | +1,730.6% | -50.3% | +1,780.8% | +1,955.3% |
| 5Y | +1,227.8% | +0.7% | +1,227.2% | +945.6% |
| All | +977.1% | +112.1% | +865.0% | +572.8% |
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 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