-16.7%
NVO vs ASX
+253.7%
-270.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.0% | -1.2% | -2.1% |
| 7D | -7.6% | +5.2% | -12.8% | -7.8% |
| 30D | -6.0% | +0.5% | -6.5% | -6.0% |
| 3M | -0.8% | +8.3% | -9.1% | -2.8% |
| 6M | +16.5% | +82.0% | -65.6% | +1.5% |
| YTD | -11.1% | +147.6% | -158.7% | -26.0% |
| 1Y | -16.7% | +258.8% | -275.6% | -36.3% |
| All | -16.7% | +253.7% | -270.5% | -36.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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