-3.1%
NVO vs BNY
+256.6%
-259.7%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.2% | -2.1% |
| 7D | -7.6% | -1.3% | -6.3% | -7.2% |
| 30D | -6.0% | -0.2% | -5.8% | -5.9% |
| 3M | -0.8% | +14.9% | -15.7% | -4.7% |
| 6M | +16.5% | +40.0% | -23.5% | +5.7% |
| YTD | -11.1% | +42.0% | -53.1% | -19.5% |
| 1Y | -16.7% | +56.9% | -73.6% | -26.4% |
| 3Y | -52.9% | +289.9% | -342.8% | -65.9% |
| All | -3.1% | +256.6% | -259.7% | -29.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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