+44.9%
C vs NVO
-12.6%
+57.4%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.9% | +1.6% | 0.0% |
| 7D | +3.6% | +2.2% | +1.5% | +3.3% |
| 30D | +0.1% | +6.0% | -5.9% | -0.9% |
| 3M | +2.4% | +7.9% | -5.5% | +0.7% |
| 6M | +24.9% | +27.1% | -2.1% | +18.8% |
| YTD | +19.8% | -3.8% | +23.6% | +16.6% |
| 1Y | +44.9% | -12.8% | +57.7% | +41.5% |
| All | +44.9% | -12.6% | +57.4% | +41.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling