+54.0%
HL vs NVO
+31,806.5%
-31,752.5%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.2% | -2.7% | -3.6% |
| 7D | -5.6% | -7.4% | +1.8% | -3.5% |
| 30D | +12.7% | -5.5% | +18.3% | +14.6% |
| 3M | +42.5% | +4.1% | +38.4% | +40.2% |
| 6M | -9.0% | +19.3% | -28.3% | -13.8% |
| YTD | +4.4% | -9.2% | +13.6% | +5.4% |
| 1Y | +82.7% | -15.0% | +97.7% | +86.6% |
| 3Y | +406.3% | -50.9% | +457.2% | +475.2% |
| 5Y | +238.2% | -0.9% | +239.0% | +202.3% |
| 10Y | +268.9% | +152.4% | +116.4% | +144.8% |
| All | +54.0% | +31,806.5% | -31,752.5% | -33.3% |
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