+33,829.3%
HD vs NVO
+30,081.1%
+3,748.2%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.4% | -2.3% | -0.4% |
| 7D | +1.5% | +3.3% | -1.8% | +0.9% |
| 30D | +18.0% | +9.2% | +8.8% | +16.0% |
| 3M | +2.8% | -9.8% | +12.6% | +4.8% |
| 6M | +17.0% | -10.4% | +27.4% | +19.0% |
| YTD | +3.5% | -14.1% | +17.6% | +4.8% |
| 1Y | -2.6% | -11.1% | +8.5% | -2.2% |
| 3Y | +30.7% | -54.9% | +85.7% | +45.0% |
| 5Y | +6.2% | -17.4% | +23.7% | +0.5% |
| 10Y | +242.7% | +214.4% | +28.3% | +138.9% |
| All | +33,829.3% | +30,081.1% | +3,748.2% | +7,844.1% |
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