+889.8%
NVDA vs NVO
-4.3%
+894.0%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.1% | +2.1% | +0.5% |
| 7D | -5.1% | -7.6% | +2.4% | -3.1% |
| 30D | -2.5% | -6.0% | +3.5% | -1.0% |
| 3M | +6.7% | -0.8% | +7.4% | +5.8% |
| 6M | +17.6% | +16.5% | +1.2% | +11.0% |
| YTD | +17.3% | -11.1% | +28.4% | +17.6% |
| 1Y | +23.5% | -16.7% | +40.2% | +25.5% |
| 3Y | +384.6% | -52.9% | +437.5% | +477.6% |
| All | +889.8% | -4.3% | +894.0% | +614.4% |
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