+25.7%
C vs NVO
-11.2%
+36.9%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.4% | -2.5% | -0.4% |
| 7D | +4.2% | +3.3% | +0.9% | +3.6% |
| 30D | +2.0% | +9.2% | -7.2% | +0.6% |
| 3M | -10.1% | -9.8% | -0.4% | -8.9% |
| 6M | +1.0% | -10.4% | +11.4% | +1.9% |
| YTD | +8.5% | -14.1% | +22.6% | +5.9% |
| 1Y | +25.7% | -11.1% | +36.8% | +22.0% |
| All | +25.7% | -11.2% | +36.9% | +22.0% |
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 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