+29,444.6%
NVO vs CASY
+33,946.0%
-4,501.3%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.0% | 0.0% | -0.9% |
| 7D | +0.9% | +2.5% | -1.6% | +0.6% |
| 30D | +6.8% | +10.2% | -3.4% | +5.5% |
| 3M | -11.3% | -15.7% | +4.4% | -9.6% |
| 6M | -12.4% | -18.4% | +6.0% | -10.8% |
| YTD | -16.1% | +28.3% | -44.4% | -19.3% |
| 1Y | -15.1% | +32.6% | -47.6% | -18.7% |
| 3Y | -56.2% | +159.5% | -215.7% | -61.6% |
| 5Y | -19.4% | +263.9% | -283.3% | -32.6% |
| 10Y | +207.0% | +548.5% | -341.5% | +135.6% |
| All | +29,444.6% | +33,946.0% | -4,501.3% | +17,073.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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