+198.1%
NVO vs DOC
+15.7%
+182.4%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | -0.1% |
| 7D | +0.8% | +6.5% | -5.7% | -0.5% |
| 30D | +5.4% | +9.2% | -3.8% | +3.5% |
| 3M | -11.2% | -2.5% | -8.7% | -10.8% |
| 6M | -10.8% | +7.1% | -17.9% | -12.0% |
| YTD | -16.8% | +33.0% | -49.8% | -21.6% |
| 1Y | -9.0% | +23.3% | -32.3% | -13.1% |
| 3Y | -56.5% | +44.9% | -101.4% | -60.0% |
| 5Y | -20.3% | -21.6% | +1.3% | -18.2% |
| All | +198.1% | +15.7% | +182.4% | +183.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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