+217.8%
INTU vs NVO
+143.1%
+74.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -2.1% | +4.9% | +3.4% |
| 7D | -3.3% | -7.6% | +4.2% | -1.2% |
| 30D | -3.9% | -6.0% | +2.0% | -2.3% |
| 3M | +16.6% | -0.8% | +17.4% | +16.5% |
| 6M | -26.4% | +16.5% | -42.9% | -30.1% |
| YTD | -51.0% | -11.1% | -39.9% | -50.0% |
| 1Y | -50.8% | -16.7% | -34.0% | -49.2% |
| 3Y | -40.1% | -52.9% | +12.9% | -30.8% |
| 5Y | -41.2% | -3.0% | -38.2% | -51.8% |
| All | +217.8% | +143.1% | +74.7% | +92.3% |
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 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