+1,697.7%
NVO vs AG
+439.9%
+1,257.8%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.0% | -2.0% | -3.0% |
| 7D | +0.1% | +4.5% | -4.4% | -0.2% |
| 30D | -3.2% | +12.9% | -16.1% | -4.2% |
| 3M | +11.5% | +20.9% | -9.4% | +9.4% |
| 6M | +22.9% | -19.5% | +42.4% | +24.0% |
| YTD | -6.8% | +24.8% | -31.6% | -9.8% |
| 1Y | -12.6% | +120.2% | -132.9% | -19.6% |
| 3Y | -49.6% | +279.0% | -328.6% | -56.6% |
| 5Y | +0.6% | +67.9% | -67.3% | -9.8% |
| 10Y | +148.3% | +57.5% | +90.8% | +108.8% |
| All | +1,697.7% | +439.9% | +1,257.8% | +951.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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