+136.0%
NVO vs BLK
+283.5%
-147.5%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.6% | -3.8% | -2.7% |
| 7D | -7.6% | -3.3% | -4.3% | -6.6% |
| 30D | -6.0% | -6.5% | +0.6% | -3.9% |
| 3M | -0.8% | +6.7% | -7.5% | -3.1% |
| 6M | +16.5% | +14.7% | +1.7% | +11.0% |
| YTD | -11.1% | +2.5% | -13.7% | -12.1% |
| 1Y | -16.7% | -2.8% | -13.9% | -16.4% |
| 3Y | -52.9% | +65.9% | -118.8% | -60.1% |
| 5Y | -3.0% | +33.0% | -35.9% | -13.8% |
| All | +136.0% | +283.5% | -147.5% | +50.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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