-0.9%
NVO vs GEN
+21.5%
-22.3%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.7% | -1.9% | -1.4% |
| 7D | -7.4% | -4.3% | -3.0% | -6.6% |
| 30D | -5.5% | +3.8% | -9.3% | -6.1% |
| 3M | +4.1% | +22.3% | -18.2% | +0.5% |
| 6M | +19.3% | +39.0% | -19.6% | +11.8% |
| YTD | -9.2% | +11.9% | -21.1% | -12.0% |
| 1Y | -15.0% | +4.5% | -19.5% | -17.0% |
| 3Y | -50.9% | +59.0% | -109.9% | -53.1% |
| 5Y | -0.9% | +22.0% | -22.8% | -5.4% |
| All | -0.9% | +21.5% | -22.3% | -5.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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