+136.0%
NVO vs GRMN
+677.8%
-541.7%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +4.2% | -6.4% | -3.2% |
| 7D | -7.6% | +2.4% | -10.0% | -8.1% |
| 30D | -6.0% | -8.5% | +2.5% | -4.0% |
| 3M | -0.8% | +19.5% | -20.2% | -5.4% |
| 6M | +16.5% | +21.2% | -4.7% | +10.3% |
| YTD | -11.1% | +41.0% | -52.2% | -19.1% |
| 1Y | -16.7% | +19.6% | -36.3% | -21.3% |
| 3Y | -52.9% | +183.8% | -236.7% | -65.1% |
| 5Y | -3.0% | +83.0% | -86.0% | -19.9% |
| All | +136.0% | +677.8% | -541.7% | +46.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 10y: compounded portfolio wealth divided by compounded GRMN 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…
10y analysis · Full analysis span regression · 6 months rolling