+98.1%
NU vs NVO
-51.9%
+150.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.1% | -0.5% | -2.2% |
| 7D | -4.9% | -7.6% | +2.7% | -3.4% |
| 30D | +7.8% | -6.0% | +13.8% | +9.1% |
| 3M | +20.9% | -0.8% | +21.7% | +20.7% |
| 6M | +0.9% | +16.5% | -15.6% | -2.3% |
| YTD | -12.7% | -11.1% | -1.5% | -12.2% |
| 1Y | -6.4% | -16.7% | +10.3% | -5.3% |
| 3Y | +98.1% | -52.9% | +151.0% | +117.9% |
| All | +98.1% | -51.9% | +150.0% | +117.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling