-62.0%
NVO vs AS
+134.9%
-196.9%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | 0.0% |
| 7D | +0.8% | +6.9% | -6.2% | -0.2% |
| 30D | +5.4% | +16.0% | -10.6% | +3.2% |
| 3M | -11.2% | -12.8% | +1.7% | -9.5% |
| 6M | -10.8% | -15.4% | +4.6% | -8.9% |
| YTD | -16.8% | -15.7% | -1.1% | -15.1% |
| 1Y | -9.0% | +6.1% | -15.1% | -9.3% |
| All | -62.0% | +134.9% | -196.9% | -61.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling