+51.3%
GEV vs NVO
-15.7%
+67.0%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -2.1% | +5.7% | +3.8% |
| 7D | +1.6% | -7.6% | +9.2% | +2.3% |
| 30D | -7.9% | -6.0% | -2.0% | -7.5% |
| 3M | +5.6% | -0.8% | +6.4% | +4.5% |
| 6M | +13.1% | +16.5% | -3.4% | +8.1% |
| YTD | +46.7% | -11.1% | +57.9% | +41.7% |
| 1Y | +51.3% | -16.7% | +68.0% | +47.2% |
| All | +51.3% | -15.7% | +67.0% | +47.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling