+248.6%
HD vs NVO
+220.4%
+28.1%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.4% | -2.3% | -0.3% |
| 7D | +1.5% | +3.3% | -1.8% | +0.9% |
| 30D | +18.0% | +9.2% | +8.8% | +16.2% |
| 3M | +2.8% | -9.8% | +12.6% | +4.6% |
| 6M | +17.0% | -10.4% | +27.4% | +18.8% |
| YTD | +3.5% | -14.1% | +17.6% | +4.7% |
| 1Y | -2.6% | -11.1% | +8.5% | -2.3% |
| 3Y | +30.7% | -54.9% | +85.7% | +44.0% |
| 5Y | +6.2% | -17.4% | +23.7% | -6.8% |
| All | +248.6% | +220.4% | +28.1% | +127.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling