+291.5%
C vs NVO
+148.4%
+143.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.2% | +1.7% | +0.7% |
| 7D | +0.3% | -7.4% | +7.6% | +1.7% |
| 30D | +2.0% | -5.5% | +7.5% | +3.0% |
| 3M | +4.4% | +4.1% | +0.2% | +3.1% |
| 6M | +28.3% | +19.3% | +9.0% | +23.3% |
| YTD | +20.5% | -9.2% | +29.7% | +20.6% |
| 1Y | +45.5% | -15.0% | +60.6% | +47.0% |
| 3Y | +274.0% | -50.9% | +324.9% | +304.0% |
| 5Y | +136.1% | -0.9% | +137.0% | +104.1% |
| All | +291.5% | +148.4% | +143.1% | +171.1% |
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