+136.0%
NVO vs BRKR
+155.3%
-19.3%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.2% | -1.9% | -2.1% |
| 7D | -7.6% | -8.7% | +1.1% | -5.7% |
| 30D | -6.0% | -9.9% | +3.9% | -3.8% |
| 3M | -0.8% | -3.1% | +2.3% | -1.2% |
| 6M | +16.5% | +45.5% | -29.0% | +3.9% |
| YTD | -11.1% | +13.7% | -24.8% | -16.3% |
| 1Y | -16.7% | +67.4% | -84.2% | -29.0% |
| 3Y | -52.9% | -13.2% | -39.7% | -54.7% |
| 5Y | -3.0% | -39.5% | +36.5% | -1.1% |
| All | +136.0% | +155.3% | -19.3% | +71.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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