+1,346.4%
MU vs NVO
-0.6%
+1,347.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.3% | +4.1% | +3.0% |
| 7D | +7.5% | -4.7% | +12.2% | +8.5% |
| 30D | +19.4% | -5.4% | +24.8% | +20.6% |
| 3M | +9.8% | +7.0% | +2.9% | +7.0% |
| 6M | +164.1% | +17.6% | +146.5% | +150.6% |
| YTD | +260.3% | -8.0% | +268.4% | +258.9% |
| 1Y | +661.2% | -13.8% | +675.0% | +669.8% |
| 3Y | +1,380.8% | -50.3% | +1,431.1% | +1,538.2% |
| 5Y | +1,346.4% | +0.7% | +1,345.7% | +1,110.6% |
| All | +1,346.4% | -0.6% | +1,347.0% | +1,110.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling