-51.9%
NVO vs GEHC
-1.1%
-50.7%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.4% | +0.2% | -0.8% |
| 7D | -7.4% | -7.9% | +0.5% | -5.1% |
| 30D | -5.5% | -11.7% | +6.2% | -2.0% |
| 3M | +4.1% | +0.8% | +3.3% | +3.7% |
| 6M | +19.3% | -11.6% | +30.9% | +22.8% |
| YTD | -9.2% | -21.6% | +12.4% | -3.4% |
| 1Y | -15.0% | -15.3% | +0.3% | -12.0% |
| All | -51.9% | -1.1% | -50.7% | -52.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GEHC.
Daily Out/Under-Performance
Portfolio return minus GEHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEHC 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 3y: compounded portfolio wealth divided by compounded GEHC 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…
3y analysis · Full analysis span regression · 6 months rolling