+803.2%
MS vs NVO
+151.6%
+651.6%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.3% | +0.9% | -0.1% |
| 7D | +1.7% | -4.7% | +6.4% | +2.6% |
| 30D | 0.0% | -5.4% | +5.5% | +1.1% |
| 3M | +3.0% | +7.0% | -4.0% | +1.1% |
| 6M | +35.7% | +17.6% | +18.1% | +30.3% |
| YTD | +23.3% | -8.0% | +31.4% | +23.3% |
| 1Y | +44.7% | -13.8% | +58.5% | +46.0% |
| 3Y | +178.0% | -50.3% | +228.3% | +200.6% |
| 5Y | +143.2% | +0.7% | +142.5% | +105.0% |
| 10Y | +803.2% | +155.6% | +647.6% | +487.1% |
| All | +803.2% | +151.6% | +651.6% | +487.1% |
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