+148.3%
NVO vs CSGP
+41.1%
+107.2%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.8% | -1.2% | -2.7% |
| 7D | +0.1% | -5.1% | +5.2% | +1.3% |
| 30D | -3.2% | +0.3% | -3.6% | -3.5% |
| 3M | +11.5% | -9.1% | +20.6% | +13.4% |
| 6M | +22.9% | -37.3% | +60.2% | +35.8% |
| YTD | -6.8% | -54.9% | +48.1% | +10.9% |
| 1Y | -12.6% | -65.5% | +52.9% | +9.9% |
| 3Y | -49.6% | -63.3% | +13.7% | -38.7% |
| 5Y | +0.6% | -65.8% | +66.4% | +21.1% |
| 10Y | +148.3% | +40.1% | +108.2% | +115.5% |
| All | +148.3% | +41.1% | +107.2% | +115.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 CSGP 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