+136.0%
NVO vs HDB
+42.1%
+94.0%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +6.9% | -9.0% | -3.4% |
| 7D | -7.6% | +0.7% | -8.3% | -7.7% |
| 30D | -6.0% | +1.0% | -7.0% | -6.2% |
| 3M | -0.8% | -2.0% | +1.2% | -0.7% |
| 6M | +16.5% | -18.1% | +34.6% | +20.3% |
| YTD | -11.1% | -36.1% | +25.0% | -4.1% |
| 1Y | -16.7% | -34.0% | +17.3% | -10.7% |
| 3Y | -52.9% | -26.7% | -26.2% | -51.0% |
| 5Y | -3.0% | -33.9% | +30.9% | +1.4% |
| All | +136.0% | +42.1% | +94.0% | +104.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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