+14,224.9%
NVO vs DRI
+7,437.5%
+6,787.5%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.8% | -1.3% | -2.8% |
| 7D | +0.1% | -1.2% | +1.3% | +0.3% |
| 30D | -3.2% | -0.4% | -2.8% | -3.2% |
| 3M | +11.5% | +9.5% | +2.0% | +9.9% |
| 6M | +22.9% | +6.5% | +16.4% | +21.6% |
| YTD | -6.8% | +18.4% | -25.2% | -9.4% |
| 1Y | -12.6% | +4.2% | -16.9% | -13.6% |
| 3Y | -49.6% | +57.1% | -106.7% | -53.5% |
| 5Y | +0.6% | +70.4% | -69.8% | -9.2% |
| 10Y | +148.3% | +354.0% | -205.8% | +80.1% |
| All | +14,224.9% | +7,437.5% | +6,787.5% | +6,898.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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