+85.9%
EEM vs NVO
-51.9%
+137.8%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.1% | +3.4% | +1.4% |
| 7D | -1.3% | -7.6% | +6.3% | -0.6% |
| 30D | +2.1% | -6.0% | +8.0% | +2.6% |
| 3M | +1.0% | -0.8% | +1.8% | +0.7% |
| 6M | +15.9% | +16.5% | -0.5% | +13.5% |
| YTD | +24.6% | -11.1% | +35.8% | +24.2% |
| 1Y | +32.3% | -16.7% | +49.0% | +32.5% |
| 3Y | +85.9% | -52.9% | +138.8% | +91.3% |
| All | +85.9% | -51.9% | +137.8% | +91.3% |
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