-51.3%
NVO vs ASX
+471.1%
-522.3%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.5% | -4.9% | -1.9% |
| 7D | -4.7% | +11.1% | -15.8% | -6.4% |
| 30D | -5.4% | +9.6% | -15.1% | -7.1% |
| 3M | +7.0% | +18.6% | -11.7% | +1.4% |
| 6M | +17.6% | +92.1% | -74.5% | -3.1% |
| YTD | -8.0% | +158.5% | -166.5% | -30.2% |
| 1Y | -13.8% | +271.9% | -285.7% | -41.3% |
| All | -51.3% | +471.1% | -522.3% | -71.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling