+0.7%
NVO vs AVAV
+33.5%
-32.9%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -5.4% | +4.0% | -0.9% |
| 7D | -4.7% | -3.2% | -1.6% | -4.5% |
| 30D | -5.4% | -25.6% | +20.1% | -3.3% |
| 3M | +7.0% | -20.2% | +27.2% | +8.2% |
| 6M | +17.6% | -38.1% | +55.7% | +21.1% |
| YTD | -8.0% | -41.8% | +33.7% | -5.0% |
| 1Y | -13.8% | -39.0% | +25.2% | -11.2% |
| 3Y | -50.3% | +24.1% | -74.3% | -52.2% |
| 5Y | +0.7% | +53.0% | -52.4% | -6.3% |
| All | +0.7% | +33.5% | -32.9% | -6.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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