+136.0%
NVO vs A
+256.4%
-120.4%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.7% | -4.8% | -3.1% |
| 7D | -7.6% | -2.6% | -5.0% | -6.7% |
| 30D | -6.0% | -0.9% | -5.1% | -5.8% |
| 3M | -0.8% | +13.6% | -14.4% | -5.4% |
| 6M | +16.5% | +27.8% | -11.4% | +5.7% |
| YTD | -11.1% | +8.6% | -19.8% | -14.6% |
| 1Y | -16.7% | +16.9% | -33.6% | -22.1% |
| 3Y | -52.9% | +32.9% | -85.8% | -58.8% |
| 5Y | -3.0% | -14.1% | +11.1% | -3.2% |
| All | +136.0% | +256.4% | -120.4% | +44.3% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 10y: compounded portfolio wealth divided by compounded A 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…
10y analysis · Full analysis span regression · 6 months rolling