+19.3%
NVO vs DOW
-12.5%
+31.8%
-14.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.1% | -1.1% |
| 7D | -7.4% | -2.4% | -5.0% | -7.7% |
| 30D | -5.5% | -4.1% | -1.4% | -6.0% |
| 3M | +4.1% | -12.4% | +16.5% | +2.3% |
| 6M | +19.3% | -10.6% | +30.0% | +19.3% |
| All | +19.3% | -12.5% | +31.8% | +19.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling