+142.4%
GILD vs NVO
-4.3%
+146.7%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.1% | +1.4% | -0.5% |
| 7D | -4.8% | -7.6% | +2.8% | -4.0% |
| 30D | +5.8% | -6.0% | +11.7% | +6.5% |
| 3M | +14.9% | -0.8% | +15.7% | +14.9% |
| 6M | -0.4% | +16.5% | -16.8% | -2.1% |
| YTD | +18.5% | -11.1% | +29.7% | +19.0% |
| 1Y | +25.1% | -16.7% | +41.8% | +26.2% |
| 3Y | +105.9% | -52.9% | +158.8% | +112.0% |
| All | +142.4% | -4.3% | +146.7% | +121.9% |
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