-12.8%
NVO vs DUK
+1.8%
-14.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.0% | -0.9% | -2.0% |
| 7D | +2.2% | 0.0% | +2.2% | +2.2% |
| 30D | +6.0% | -1.7% | +7.7% | +5.7% |
| 3M | +7.9% | -0.4% | +8.3% | +8.6% |
| 6M | +27.1% | -7.2% | +34.3% | +23.2% |
| YTD | -3.8% | +5.3% | -9.1% | +0.2% |
| 1Y | -12.8% | +3.0% | -15.8% | -5.9% |
| All | -12.8% | +1.8% | -14.7% | -5.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DUK.
Daily Out/Under-Performance
Portfolio return minus DUK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DUK 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 DUK 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