+1,083.2%
NVO vs BUD
+198.8%
+884.5%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.8% | -2.3% | -2.9% |
| 7D | +0.1% | +0.8% | -0.7% | -0.1% |
| 30D | -3.2% | -4.8% | +1.6% | -1.9% |
| 3M | +11.5% | +1.4% | +10.1% | +10.9% |
| 6M | +22.9% | +9.9% | +13.0% | +19.3% |
| YTD | -6.8% | +26.3% | -33.2% | -13.4% |
| 1Y | -12.6% | +36.1% | -48.8% | -20.7% |
| 3Y | -49.6% | +48.6% | -98.2% | -55.9% |
| 5Y | +0.6% | +45.0% | -44.4% | -13.1% |
| 10Y | +148.3% | -23.1% | +171.4% | +161.3% |
| All | +1,083.2% | +198.8% | +884.5% | +581.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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