+7,169.4%
NEE vs NVO
+32,205.3%
-25,035.9%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.3% | -0.1% | -1.2% |
| 7D | -0.5% | -4.7% | +4.2% | +0.2% |
| 30D | -1.7% | -5.4% | +3.8% | -0.9% |
| 3M | -1.8% | +7.0% | -8.8% | -3.1% |
| 6M | -8.8% | +17.6% | -26.4% | -11.4% |
| YTD | +5.2% | -8.0% | +13.2% | +5.0% |
| 1Y | +21.3% | -13.8% | +35.2% | +22.0% |
| 3Y | +35.2% | -50.3% | +85.5% | +43.6% |
| 5Y | +10.1% | +0.7% | +9.5% | +2.5% |
| 10Y | +253.2% | +155.6% | +97.6% | +180.5% |
| All | +7,169.4% | +32,205.3% | -25,035.9% | +3,273.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling