+136.0%
NVO vs BIL
+25.3%
+110.7%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.2% | -2.0% |
| 7D | -7.6% | +0.1% | -7.6% | -7.4% |
| 30D | -6.0% | +0.3% | -6.3% | -5.1% |
| 3M | -0.8% | +0.9% | -1.7% | +2.0% |
| 6M | +16.5% | +1.8% | +14.6% | +23.1% |
| YTD | -11.1% | +2.5% | -13.6% | -3.9% |
| 1Y | -16.7% | +3.7% | -20.4% | -5.6% |
| 3Y | -52.9% | +14.1% | -67.0% | -38.0% |
| 5Y | -3.0% | +19.5% | -22.4% | +33.1% |
| All | +136.0% | +25.3% | +110.7% | +318.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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