+5,162.7%
NVO vs AEE
+818.5%
+4,344.3%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -1.2% |
| 7D | -4.7% | +1.1% | -5.8% | -5.0% |
| 30D | -5.4% | 0.0% | -5.5% | -5.5% |
| 3M | +7.0% | -0.9% | +7.9% | +7.1% |
| 6M | +17.6% | -2.4% | +20.0% | +18.2% |
| YTD | -8.0% | +8.6% | -16.7% | -10.9% |
| 1Y | -13.8% | +10.2% | -24.0% | -17.1% |
| 3Y | -50.3% | +47.8% | -98.1% | -57.1% |
| 5Y | +0.7% | +40.1% | -39.5% | -12.5% |
| 10Y | +155.6% | +195.0% | -39.4% | +65.3% |
| All | +5,162.7% | +818.5% | +4,344.3% | +2,156.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 all: compounded portfolio wealth divided by compounded AEE 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…
all analysis · Full analysis span regression · 6 months rolling