+410.1%
GE vs NVO
-2.2%
+412.3%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.8% | -0.2% |
| 7D | -2.8% | -7.4% | +4.6% | -1.8% |
| 30D | -11.9% | -5.5% | -6.4% | -11.3% |
| 3M | +1.8% | +4.1% | -2.3% | +0.9% |
| 6M | -0.6% | +19.3% | -19.9% | -3.5% |
| YTD | +5.5% | -9.2% | +14.7% | +5.4% |
| 1Y | +15.0% | -15.0% | +30.0% | +15.7% |
| 3Y | +269.5% | -50.9% | +320.4% | +292.8% |
| All | +410.1% | -2.2% | +412.3% | +347.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling