+32,991.5%
GILD vs NVO
+17,880.2%
+15,111.3%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.1% | +1.4% | -0.3% |
| 7D | -4.8% | -7.6% | +2.8% | -3.2% |
| 30D | +5.8% | -6.0% | +11.7% | +7.2% |
| 3M | +14.9% | -0.8% | +15.7% | +14.8% |
| 6M | -0.4% | +16.5% | -16.8% | -4.1% |
| YTD | +18.5% | -11.1% | +29.7% | +19.4% |
| 1Y | +25.1% | -16.7% | +41.8% | +27.2% |
| 3Y | +105.9% | -52.9% | +158.8% | +127.7% |
| 5Y | +143.0% | -3.0% | +146.0% | +120.5% |
| 10Y | +162.4% | +147.1% | +15.3% | +85.3% |
| All | +32,991.5% | +17,880.2% | +15,111.3% | +11,537.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling