-12.8%
NVO vs DOW
+30.0%
-42.9%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.0% | +1.1% | -1.9% |
| 7D | +2.2% | -2.4% | +4.6% | +2.2% |
| 30D | +6.0% | +0.4% | +5.6% | +5.9% |
| 3M | +7.9% | -14.4% | +22.3% | +8.3% |
| 6M | +27.1% | -7.0% | +34.1% | +25.2% |
| YTD | -3.8% | +30.2% | -34.0% | -9.4% |
| 1Y | -12.8% | +29.2% | -42.1% | -17.4% |
| All | -12.8% | +30.0% | -42.9% | -17.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 1y: compounded portfolio wealth divided by compounded DOW 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…
1y analysis · Full analysis span regression · 6 months rolling