+1,044.0%
C vs NVO
+30,081.1%
-29,037.1%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.4% | -2.5% | -0.8% |
| 7D | +4.2% | +3.3% | +0.9% | +3.1% |
| 30D | +2.0% | +9.2% | -7.2% | -0.8% |
| 3M | -10.1% | -9.8% | -0.4% | -7.7% |
| 6M | +1.0% | -10.4% | +11.4% | +3.2% |
| YTD | +8.5% | -14.1% | +22.6% | +10.3% |
| 1Y | +25.7% | -11.1% | +36.8% | +26.1% |
| 3Y | +216.0% | -54.9% | +270.9% | +268.7% |
| 5Y | +112.3% | -17.4% | +129.8% | +93.4% |
| 10Y | +217.8% | +214.4% | +3.4% | +73.1% |
| All | +1,044.0% | +30,081.1% | -29,037.1% | +70.8% |
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