+218.9%
NVO vs AMC
-98.8%
+317.7%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.7% | +5.1% | +2.4% |
| 7D | +3.3% | +3.5% | -0.2% | +3.3% |
| 30D | +9.2% | +12.5% | -3.2% | +9.2% |
| 3M | -9.8% | +23.6% | -33.3% | -9.8% |
| 6M | -10.4% | +144.4% | -154.8% | -10.8% |
| YTD | -14.1% | +108.3% | -122.4% | -14.4% |
| 1Y | -11.1% | +38.9% | -50.0% | -11.3% |
| 3Y | -54.9% | -58.9% | +3.9% | -55.1% |
| 5Y | -17.4% | -99.2% | +81.7% | -18.5% |
| All | +218.9% | -98.8% | +317.7% | +225.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling