+184.6%
NVO vs FND
+57.3%
+127.3%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.6% | -1.2% |
| 7D | -4.7% | -0.8% | -4.0% | -4.6% |
| 30D | -5.4% | -19.6% | +14.1% | -2.8% |
| 3M | +7.0% | -4.3% | +11.3% | +7.0% |
| 6M | +17.6% | -20.4% | +38.1% | +20.1% |
| YTD | -8.0% | -21.9% | +13.8% | -6.1% |
| 1Y | -13.8% | -45.2% | +31.3% | -8.1% |
| 3Y | -50.3% | -49.2% | -1.0% | -47.5% |
| 5Y | +0.7% | -61.8% | +62.5% | +7.2% |
| All | +184.6% | +57.3% | +127.3% | +136.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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