-0.9%
NVO vs ASX
+440.6%
-441.4%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.3% | +2.0% | -0.8% |
| 7D | -7.4% | +6.5% | -13.9% | -8.3% |
| 30D | -5.5% | +3.1% | -8.6% | -6.1% |
| 3M | +4.1% | +17.4% | -13.3% | -0.3% |
| 6M | +19.3% | +85.4% | -66.1% | +3.4% |
| YTD | -9.2% | +150.1% | -159.3% | -25.9% |
| 1Y | -15.0% | +256.3% | -271.3% | -35.6% |
| 3Y | -50.9% | +446.9% | -497.7% | -65.9% |
| 5Y | -0.9% | +447.1% | -447.9% | -33.3% |
| All | -0.9% | +440.6% | -441.4% | -33.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling