-51.3%
NVO vs ALHC
+151.5%
-202.8%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.2% | +1.9% | -1.2% |
| 7D | -4.7% | -4.1% | -0.6% | -4.6% |
| 30D | -5.4% | -5.4% | 0.0% | -5.3% |
| 3M | +7.0% | -32.1% | +39.1% | +8.1% |
| 6M | +17.6% | -28.5% | +46.1% | +18.3% |
| YTD | -8.0% | -34.0% | +26.0% | -7.4% |
| 1Y | -13.8% | -20.9% | +7.1% | -13.0% |
| All | -51.3% | +151.5% | -202.8% | -48.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 3y: compounded portfolio wealth divided by compounded ALHC 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…
3y analysis · Full analysis span regression · 6 months rolling