-51.3%
NVO vs BIL
+14.1%
-65.3%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | -4.7% | +0.1% | -4.8% | -4.4% |
| 30D | -5.4% | +0.3% | -5.7% | -4.1% |
| 3M | +7.0% | +0.9% | +6.1% | +12.3% |
| 6M | +17.6% | +1.8% | +15.8% | +29.2% |
| YTD | -8.0% | +2.5% | -10.5% | +6.3% |
| 1Y | -13.8% | +3.7% | -17.5% | +14.0% |
| All | -51.3% | +14.1% | -65.3% | +87.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling