+1,173.6%
C vs NVO
+31,125.1%
-29,951.4%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.1% | +2.4% | +0.9% |
| 7D | +0.8% | -7.6% | +8.4% | +3.2% |
| 30D | +0.9% | -6.0% | +6.9% | +2.7% |
| 3M | +1.1% | -0.8% | +1.8% | +0.6% |
| 6M | +28.4% | +16.5% | +11.9% | +21.2% |
| YTD | +20.8% | -11.1% | +31.9% | +21.9% |
| 1Y | +43.4% | -16.7% | +60.2% | +46.6% |
| 3Y | +274.9% | -52.9% | +327.8% | +331.4% |
| 5Y | +136.7% | -3.0% | +139.6% | +104.2% |
| 10Y | +297.6% | +147.1% | +150.5% | +136.0% |
| All | +1,173.6% | +31,125.1% | -29,951.4% | +88.7% |
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