+11,508.6%
NVO vs AEIS
+2,610.7%
+8,898.0%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.1% | -0.2% | -1.2% |
| 7D | -4.7% | +6.5% | -11.2% | -5.2% |
| 30D | -5.4% | -9.2% | +3.7% | -4.9% |
| 3M | +7.0% | -8.3% | +15.3% | +6.7% |
| 6M | +17.6% | -6.3% | +23.9% | +16.6% |
| YTD | -8.0% | +36.5% | -44.6% | -11.9% |
| 1Y | -13.8% | +84.8% | -98.6% | -19.7% |
| 3Y | -50.3% | +176.6% | -226.8% | -55.6% |
| 5Y | +0.7% | +237.1% | -236.4% | -12.5% |
| 10Y | +155.6% | +554.7% | -399.1% | +104.4% |
| All | +11,508.6% | +2,610.7% | +8,898.0% | +7,124.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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