+392.8%
HL vs NVO
-51.9%
+444.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.1% | +0.9% | -0.8% |
| 7D | -4.4% | -7.6% | +3.2% | -2.9% |
| 30D | +9.3% | -6.0% | +15.3% | +10.7% |
| 3M | +32.0% | -0.8% | +32.8% | +31.8% |
| 6M | -6.4% | +16.5% | -22.9% | -9.1% |
| YTD | +3.1% | -11.1% | +14.3% | +3.6% |
| 1Y | +77.6% | -16.7% | +94.3% | +79.9% |
| 3Y | +392.8% | -52.9% | +445.7% | +416.1% |
| All | +392.8% | -51.9% | +444.7% | +416.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling