+32.6%
NET vs NVO
-18.2%
+50.8%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +5.0% | -7.5% | -3.7% |
| 7D | -16.4% | +10.2% | -26.5% | -18.3% |
| 30D | -25.8% | +12.4% | -38.2% | -28.0% |
| 3M | -11.5% | -3.5% | -8.0% | -11.4% |
| 6M | +18.9% | -3.8% | +22.7% | +18.2% |
| YTD | +35.2% | -13.0% | +48.2% | +37.4% |
| 1Y | +14.5% | -8.2% | +22.7% | +14.4% |
| 3Y | +313.8% | -53.1% | +367.0% | +365.9% |
| 5Y | +32.6% | -18.3% | +50.9% | -7.6% |
| All | +32.6% | -18.2% | +50.8% | -7.6% |
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