+141.2%
NVO vs AMC
-99.0%
+240.2%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.1% | +2.8% | -1.2% |
| 7D | -7.4% | -7.1% | -0.3% | -7.3% |
| 30D | -5.5% | -1.7% | -3.8% | -5.5% |
| 3M | +4.1% | +13.5% | -9.3% | +4.0% |
| 6M | +19.3% | +112.6% | -93.3% | +18.9% |
| YTD | -9.2% | +51.3% | -60.5% | -9.4% |
| 1Y | -15.0% | -14.5% | -0.5% | -15.1% |
| 3Y | -50.9% | -67.1% | +16.3% | -51.0% |
| 5Y | -0.9% | -99.5% | +98.7% | -2.1% |
| All | +141.2% | -99.0% | +240.2% | +140.5% |
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