+32,286.5%
NVO vs BEN
+4,825.3%
+27,461.2%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.5% | +0.2% | -1.0% |
| 7D | -4.7% | +3.4% | -8.1% | -5.3% |
| 30D | -5.4% | +1.8% | -7.2% | -5.8% |
| 3M | +7.0% | +8.4% | -1.4% | +5.1% |
| 6M | +17.6% | +35.6% | -18.0% | +10.6% |
| YTD | -8.0% | +46.4% | -54.4% | -14.7% |
| 1Y | -13.8% | +46.3% | -60.2% | -20.2% |
| 3Y | -50.3% | +54.6% | -104.9% | -55.1% |
| 5Y | +0.7% | +39.4% | -38.7% | -9.1% |
| 10Y | +155.6% | +57.6% | +98.0% | +114.8% |
| All | +32,286.5% | +4,825.3% | +27,461.2% | +17,284.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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