+1,287.4%
NVO vs BND
+75.1%
+1,212.3%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -1.1% |
| 7D | -7.4% | -0.9% | -6.4% | -7.2% |
| 30D | -5.5% | -1.0% | -4.6% | -5.3% |
| 3M | +4.1% | -1.2% | +5.4% | +4.4% |
| 6M | +19.3% | -2.0% | +21.3% | +19.9% |
| YTD | -9.2% | -1.2% | -8.0% | -8.9% |
| 1Y | -15.0% | -0.5% | -14.6% | -14.9% |
| 3Y | -50.9% | +12.4% | -63.3% | -52.0% |
| 5Y | -0.9% | -2.5% | +1.6% | -1.5% |
| 10Y | +152.4% | +15.0% | +137.5% | +155.3% |
| All | +1,287.4% | +75.1% | +1,212.3% | +1,320.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 BND 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