+5,885.3%
NVO vs BLK
+12,998.0%
-7,112.7%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.6% | -3.8% | -2.5% |
| 7D | -7.6% | -3.3% | -4.3% | -6.8% |
| 30D | -6.0% | -6.5% | +0.6% | -4.5% |
| 3M | -0.8% | +6.7% | -7.5% | -2.4% |
| 6M | +16.5% | +14.7% | +1.7% | +12.5% |
| YTD | -11.1% | +2.5% | -13.7% | -11.8% |
| 1Y | -16.7% | -2.8% | -13.9% | -16.4% |
| 3Y | -52.9% | +65.9% | -118.8% | -58.4% |
| 5Y | -3.0% | +33.0% | -35.9% | -11.2% |
| 10Y | +147.1% | +281.2% | -134.1% | +75.2% |
| All | +5,885.3% | +12,998.0% | -7,112.7% | +2,838.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling