-52.9%
NVO vs GWW
+89.6%
-142.6%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.7% | -2.8% | -2.2% |
| 7D | -7.6% | -3.4% | -4.2% | -7.1% |
| 30D | -6.0% | -1.9% | -4.1% | -5.8% |
| 3M | -0.8% | -2.4% | +1.6% | -0.6% |
| 6M | +16.5% | +15.7% | +0.7% | +13.3% |
| YTD | -11.1% | +27.6% | -38.7% | -15.7% |
| 1Y | -16.7% | +27.2% | -43.9% | -21.1% |
| 3Y | -52.9% | +89.7% | -142.6% | -61.6% |
| All | -52.9% | +89.6% | -142.6% | -61.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 GWW 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