+408.0%
META vs NVO
+143.1%
+264.9%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.1% | +2.7% | +1.1% |
| 7D | +5.1% | -7.6% | +12.6% | +7.1% |
| 30D | +12.0% | -6.0% | +17.9% | +13.6% |
| 3M | +14.1% | -0.8% | +14.9% | +13.6% |
| 6M | -0.9% | +16.5% | -17.3% | -5.6% |
| YTD | -1.7% | -11.1% | +9.5% | -1.0% |
| 1Y | -13.4% | -16.7% | +3.3% | -11.8% |
| 3Y | +112.6% | -52.9% | +165.5% | +144.4% |
| 5Y | +72.6% | -3.0% | +75.6% | +47.5% |
| All | +408.0% | +143.1% | +264.9% | +230.2% |
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