+136.0%
NVO vs DUK
+129.4%
+6.6%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.2% | -2.1% |
| 7D | -7.6% | -0.7% | -6.9% | -7.4% |
| 30D | -6.0% | -2.4% | -3.5% | -5.4% |
| 3M | -0.8% | -3.0% | +2.2% | -0.1% |
| 6M | +16.5% | -6.6% | +23.0% | +18.2% |
| YTD | -11.1% | +4.6% | -15.7% | -12.4% |
| 1Y | -16.7% | +1.2% | -18.0% | -17.4% |
| 3Y | -52.9% | +45.7% | -98.6% | -58.1% |
| 5Y | -3.0% | +40.3% | -43.3% | -13.6% |
| All | +136.0% | +129.4% | +6.6% | +83.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling