+31,203.5%
NVO vs DUK
+2,535.3%
+28,668.2%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -5.5% |
| 3M | -0.8% | -3.0% | +2.2% | -0.1% |
| 6M | +16.5% | -6.6% | +23.0% | +18.1% |
| YTD | -11.1% | +4.6% | -15.7% | -12.3% |
| 1Y | -16.7% | +1.2% | -18.0% | -17.3% |
| 3Y | -52.9% | +45.7% | -98.6% | -57.4% |
| 5Y | -3.0% | +40.3% | -43.3% | -12.1% |
| 10Y | +147.1% | +129.9% | +17.2% | +96.3% |
| All | +31,203.5% | +2,535.3% | +28,668.2% | +14,164.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling