+177.5%
MCD vs NVO
+148.4%
+29.1%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.1% | 0.0% |
| 7D | -2.5% | -7.4% | +4.8% | -1.8% |
| 30D | -7.0% | -5.5% | -1.5% | -6.6% |
| 3M | -9.8% | +4.1% | -13.9% | -10.3% |
| 6M | -21.8% | +19.3% | -41.1% | -23.4% |
| YTD | -15.6% | -9.2% | -6.4% | -15.6% |
| 1Y | -15.2% | -15.0% | -0.1% | -14.8% |
| 3Y | -2.6% | -50.9% | +48.3% | +1.7% |
| 5Y | +18.9% | -0.9% | +19.7% | +5.8% |
| All | +177.5% | +148.4% | +29.1% | +112.5% |
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 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