-8.2%
NVO vs AMC
+38.0%
-46.3%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +7.3% | -2.4% | +4.6% |
| 7D | +10.2% | +17.7% | -7.6% | +9.3% |
| 30D | +12.4% | +26.2% | -13.8% | +11.1% |
| 3M | -3.5% | +31.3% | -34.9% | -4.8% |
| 6M | -3.8% | +142.8% | -146.5% | -11.6% |
| YTD | -13.0% | +125.6% | -138.6% | -20.9% |
| 1Y | -8.2% | +40.2% | -48.5% | -12.1% |
| All | -8.2% | +38.0% | -46.3% | -12.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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