+136.0%
NVO vs ENB
+92.6%
+43.5%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.0% | -1.2% | -1.9% |
| 7D | -7.6% | -4.7% | -2.9% | -6.6% |
| 30D | -6.0% | -5.9% | -0.1% | -4.8% |
| 3M | -0.8% | -14.2% | +13.5% | +2.4% |
| 6M | +16.5% | -8.6% | +25.0% | +18.6% |
| YTD | -11.1% | +3.9% | -15.0% | -12.2% |
| 1Y | -16.7% | +1.8% | -18.5% | -17.4% |
| 3Y | -52.9% | +68.5% | -121.4% | -58.5% |
| 5Y | -3.0% | +62.4% | -65.4% | -14.3% |
| All | +136.0% | +92.6% | +43.5% | +97.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ENB.
Daily Out/Under-Performance
Portfolio return minus ENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENB 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 ENB 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