+724.9%
DELL vs NVO
-51.9%
+776.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -2.1% | +14.1% | +12.4% |
| 7D | +8.2% | -7.6% | +15.8% | +9.8% |
| 30D | +17.1% | -6.0% | +23.1% | +18.4% |
| 3M | +45.2% | -0.8% | +45.9% | +43.7% |
| 6M | +286.8% | +16.5% | +270.3% | +268.3% |
| YTD | +354.8% | -11.1% | +365.9% | +354.5% |
| 1Y | +358.3% | -16.7% | +375.0% | +364.5% |
| 3Y | +724.9% | -52.9% | +777.8% | +838.5% |
| All | +724.9% | -51.9% | +776.8% | +838.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling