+218.9%
NVO vs B
+216.6%
+2.3%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.7% | +3.1% | +2.5% |
| 7D | +3.3% | -7.3% | +10.6% | +4.3% |
| 30D | +9.2% | -3.3% | +12.6% | +9.6% |
| 3M | -9.8% | -7.8% | -2.0% | -8.9% |
| 6M | -10.4% | -15.5% | +5.1% | -8.9% |
| YTD | -14.1% | -12.3% | -1.8% | -13.5% |
| 1Y | -11.1% | +5.4% | -16.5% | -12.6% |
| 3Y | -54.9% | +165.5% | -220.5% | -60.6% |
| 5Y | -17.4% | +107.0% | -124.5% | -26.8% |
| All | +218.9% | +216.6% | +2.3% | +170.1% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 10y: compounded portfolio wealth divided by compounded B 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…
10y analysis · Full analysis span regression · 6 months rolling