+0.8%
NOW vs NVO
-0.6%
+1.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.3% | -1.0% | -2.0% |
| 7D | -4.1% | -4.7% | +0.6% | -3.0% |
| 30D | +2.9% | -5.4% | +8.3% | +4.2% |
| 3M | +22.6% | +7.0% | +15.6% | +20.3% |
| 6M | +7.5% | +17.6% | -10.1% | +3.0% |
| YTD | -14.4% | -8.0% | -6.4% | -13.8% |
| 1Y | -29.8% | -13.8% | -15.9% | -28.6% |
| 3Y | +9.2% | -50.3% | +59.5% | +20.9% |
| 5Y | +0.8% | +0.7% | +0.2% | -28.5% |
| All | +0.8% | -0.6% | +1.4% | -28.5% |
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