-7.0%
NVO vs AS
+6.1%
-13.0%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.8% | +0.2% | -1.1% |
| 7D | +1.3% | +4.5% | -3.2% | +0.1% |
| 30D | +5.3% | +13.2% | -7.9% | +1.9% |
| 3M | -13.6% | -11.9% | -1.7% | -10.2% |
| 6M | -10.5% | -11.6% | +1.0% | -7.5% |
| YTD | -16.0% | -14.7% | -1.3% | -10.4% |
| 1Y | -7.0% | +5.7% | -12.7% | +2.8% |
| All | -7.0% | +6.1% | -13.0% | +2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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