+17,389.3%
NVO vs DHI
+12,501.5%
+4,887.8%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.7% | -3.8% | -2.3% |
| 7D | -7.6% | -3.4% | -4.2% | -7.2% |
| 30D | -6.0% | -5.4% | -0.5% | -5.4% |
| 3M | -0.8% | -10.4% | +9.7% | +0.3% |
| 6M | +16.5% | -2.8% | +19.2% | +16.5% |
| YTD | -11.1% | -3.4% | -7.7% | -11.3% |
| 1Y | -16.7% | -22.9% | +6.2% | -14.8% |
| 3Y | -52.9% | +20.7% | -73.6% | -54.7% |
| 5Y | -3.0% | +62.1% | -65.1% | -10.5% |
| 10Y | +147.1% | +410.4% | -263.4% | +97.6% |
| All | +17,389.3% | +12,501.5% | +4,887.8% | +11,017.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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