-0.9%
NVO vs FLEX
+684.1%
-684.9%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.1% | +2.9% | -0.8% |
| 7D | -7.4% | +0.1% | -7.5% | -7.4% |
| 30D | -5.5% | -11.8% | +6.3% | -4.4% |
| 3M | +4.1% | -22.6% | +26.7% | +6.2% |
| 6M | +19.3% | +77.3% | -58.0% | +4.5% |
| YTD | -9.2% | +78.8% | -87.9% | -20.7% |
| 1Y | -15.0% | +86.1% | -101.1% | -26.5% |
| 3Y | -50.9% | +446.2% | -497.1% | -65.1% |
| 5Y | -0.9% | +689.7% | -690.5% | -36.7% |
| All | -0.9% | +684.1% | -684.9% | -36.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 5y: compounded portfolio wealth divided by compounded FLEX 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…
5y analysis · Full analysis span regression · 6 months rolling