-49.7%
INTU vs NVO
-12.6%
-37.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.9% | -1.5% | -2.9% |
| 7D | -7.1% | +2.2% | -9.3% | -7.5% |
| 30D | +1.5% | +6.0% | -4.5% | +0.1% |
| 3M | +10.7% | +7.9% | +2.8% | +8.6% |
| 6M | -23.8% | +27.1% | -50.9% | -28.5% |
| YTD | -49.3% | -3.8% | -45.5% | -47.6% |
| 1Y | -49.7% | -12.8% | -36.8% | -47.5% |
| All | -49.7% | -12.6% | -37.1% | -47.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling