-8.2%
NVO vs EXPD
+53.8%
-62.0%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -3.2% | +8.2% | +5.1% |
| 7D | +10.2% | +0.3% | +9.9% | +10.0% |
| 30D | +12.4% | +1.8% | +10.5% | +12.1% |
| 3M | -3.5% | +8.9% | -12.5% | -4.2% |
| 6M | -3.8% | +42.2% | -46.0% | -8.7% |
| YTD | -13.0% | +33.4% | -46.3% | -18.9% |
| 1Y | -8.2% | +47.2% | -55.4% | -18.0% |
| All | -8.2% | +53.8% | -62.0% | -18.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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