-52.9%
NVO vs DINO
+97.6%
-150.5%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.1% | -2.2% | -2.1% |
| 7D | -7.6% | +2.3% | -9.9% | -7.7% |
| 30D | -6.0% | +22.6% | -28.6% | -7.5% |
| 3M | -0.8% | +55.2% | -56.0% | -4.3% |
| 6M | +16.5% | +93.8% | -77.3% | +9.8% |
| YTD | -11.1% | +139.5% | -150.6% | -18.5% |
| 1Y | -16.7% | +115.3% | -132.0% | -22.8% |
| 3Y | -52.9% | +98.8% | -151.7% | -58.5% |
| All | -52.9% | +97.6% | -150.5% | -58.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DINO.
Daily Out/Under-Performance
Portfolio return minus DINO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DINO 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 3y: compounded portfolio wealth divided by compounded DINO 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…
3y analysis · Full analysis span regression · 6 months rolling