-3.1%
NVO vs BLDR
+10.9%
-14.0%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.4% | -4.5% | -2.4% |
| 7D | -7.6% | -8.2% | +0.7% | -6.5% |
| 30D | -6.0% | -16.6% | +10.7% | -3.8% |
| 3M | -0.8% | -23.2% | +22.4% | +2.1% |
| 6M | +16.5% | -33.7% | +50.2% | +21.8% |
| YTD | -11.1% | -41.3% | +30.2% | -5.8% |
| 1Y | -16.7% | -58.8% | +42.1% | -7.4% |
| 3Y | -52.9% | -57.5% | +4.5% | -49.7% |
| All | -3.1% | +10.9% | -14.0% | -16.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 5y: compounded portfolio wealth divided by compounded BLDR 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…
5y analysis · Full analysis span regression · 6 months rolling