+31,886.7%
NVO vs FISV
+10,150.0%
+21,736.7%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.6% | -1.8% | -1.3% |
| 7D | -7.4% | -7.2% | -0.2% | -6.2% |
| 30D | -5.5% | -7.2% | +1.7% | -4.4% |
| 3M | +4.1% | -8.2% | +12.3% | +5.3% |
| 6M | +19.3% | -17.7% | +37.0% | +22.6% |
| YTD | -9.2% | -27.2% | +18.0% | -4.6% |
| 1Y | -15.0% | -63.0% | +48.0% | -2.7% |
| 3Y | -50.9% | -59.8% | +8.9% | -45.4% |
| 5Y | -0.9% | -55.8% | +54.9% | +7.3% |
| 10Y | +152.4% | -2.4% | +154.9% | +135.1% |
| All | +31,886.7% | +10,150.0% | +21,736.7% | +19,122.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 FISV 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