+31,886.7%
NVO vs EXC
+2,339.7%
+29,547.0%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -1.1% |
| 7D | -7.4% | -1.6% | -5.7% | -7.0% |
| 30D | -5.5% | -2.4% | -3.1% | -5.0% |
| 3M | +4.1% | -4.0% | +8.1% | +4.9% |
| 6M | +19.3% | -9.8% | +29.1% | +21.8% |
| YTD | -9.2% | +2.3% | -11.5% | -10.0% |
| 1Y | -15.0% | +3.8% | -18.9% | -16.1% |
| 3Y | -50.9% | +19.7% | -70.6% | -53.5% |
| 5Y | -0.9% | +45.6% | -46.5% | -10.8% |
| 10Y | +152.4% | +159.0% | -6.5% | +95.2% |
| All | +31,886.7% | +2,339.7% | +29,547.0% | +16,302.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 EXC 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