+24,085.1%
NVO vs AZO
+41,743.6%
-17,658.5%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.2% | -2.0% | -2.1% |
| 7D | -7.6% | -3.6% | -4.0% | -7.1% |
| 30D | -6.0% | -5.6% | -0.4% | -5.1% |
| 3M | -0.8% | -6.6% | +5.9% | +0.1% |
| 6M | +16.5% | -22.5% | +39.0% | +20.7% |
| YTD | -11.1% | -15.2% | +4.1% | -9.2% |
| 1Y | -16.7% | -33.9% | +17.2% | -11.7% |
| 3Y | -52.9% | +11.8% | -64.7% | -54.3% |
| 5Y | -3.0% | +85.5% | -88.5% | -13.3% |
| 10Y | +147.1% | +298.2% | -151.1% | +93.7% |
| All | +24,085.1% | +41,743.6% | -17,658.5% | +10,884.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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