+3,273.5%
NVO vs ASX
+3,734.8%
-461.3%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +6.1% | -9.2% | -3.9% |
| 7D | +0.1% | +6.3% | -6.2% | -0.8% |
| 30D | -3.2% | +6.4% | -9.6% | -4.2% |
| 3M | +11.5% | +13.1% | -1.6% | +8.3% |
| 6M | +22.9% | +90.3% | -67.4% | +10.2% |
| YTD | -6.8% | +149.6% | -156.4% | -19.8% |
| 1Y | -12.6% | +249.2% | -261.8% | -28.5% |
| 3Y | -49.6% | +445.9% | -495.5% | -61.6% |
| 5Y | +0.6% | +477.7% | -477.2% | -25.5% |
| 10Y | +148.3% | +913.4% | -765.1% | +64.1% |
| All | +3,273.5% | +3,734.8% | -461.3% | +1,629.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling