-16.7%
NVO vs AHR
+26.4%
-43.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.2% | -2.1% |
| 7D | -7.6% | -2.1% | -5.5% | -7.5% |
| 30D | -6.0% | +1.9% | -7.9% | -5.9% |
| 3M | -0.8% | +15.7% | -16.4% | +0.4% |
| 6M | +16.5% | +2.5% | +13.9% | +13.9% |
| YTD | -11.1% | +15.0% | -26.1% | -7.4% |
| 1Y | -16.7% | +28.1% | -44.8% | -12.1% |
| All | -16.7% | +26.4% | -43.1% | -12.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 1y: compounded portfolio wealth divided by compounded AHR 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…
1y analysis · Full analysis span regression · 6 months rolling