+990.7%
NVO vs BUD
+217.8%
+772.9%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.1% | +1.3% | +2.1% |
| 7D | +3.3% | +1.0% | +2.3% | +3.0% |
| 30D | +9.2% | +6.7% | +2.5% | +7.2% |
| 3M | -9.8% | +5.7% | -15.5% | -11.3% |
| 6M | -10.4% | +5.8% | -16.3% | -12.2% |
| YTD | -14.1% | +34.4% | -48.5% | -21.7% |
| 1Y | -11.1% | +33.3% | -44.4% | -18.8% |
| 3Y | -54.9% | +48.8% | -103.8% | -60.6% |
| 5Y | -17.4% | +52.5% | -70.0% | -29.7% |
| 10Y | +214.4% | -4.0% | +218.4% | +201.5% |
| All | +990.7% | +217.8% | +772.9% | +516.1% |
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