+5,692.9%
NVO vs AU
+755.5%
+4,937.4%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.5% | -2.7% | -2.2% |
| 7D | -7.6% | -4.3% | -3.3% | -7.2% |
| 30D | -6.0% | +7.3% | -13.3% | -6.6% |
| 3M | -0.8% | +26.3% | -27.1% | -3.1% |
| 6M | +16.5% | +1.8% | +14.7% | +15.5% |
| YTD | -11.1% | +26.8% | -37.9% | -14.0% |
| 1Y | -16.7% | +66.7% | -83.4% | -21.5% |
| 3Y | -52.9% | +579.1% | -632.0% | -61.4% |
| 5Y | -3.0% | +689.3% | -692.3% | -23.0% |
| 10Y | +147.1% | +686.6% | -539.6% | +86.4% |
| All | +5,692.9% | +755.5% | +4,937.4% | +4,146.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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