+1,189.7%
NVO vs BIL
+30.4%
+1,159.3%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | 0.0% | -3.1% | -3.0% |
| 7D | +0.1% | +0.1% | 0.0% | +0.4% |
| 30D | -3.2% | +0.3% | -3.5% | -2.1% |
| 3M | +11.5% | +0.9% | +10.6% | +15.6% |
| 6M | +22.9% | +1.8% | +21.1% | +32.2% |
| YTD | -6.8% | +2.5% | -9.3% | +2.9% |
| 1Y | -12.6% | +3.7% | -16.3% | +1.5% |
| 3Y | -49.6% | +14.1% | -63.7% | -15.0% |
| 5Y | +0.6% | +19.4% | -18.8% | +103.1% |
| 10Y | +148.3% | +25.3% | +123.0% | +515.0% |
| All | +1,189.7% | +30.4% | +1,159.3% | +3,580.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling