+3,284.6%
NVO vs HDB
+3,694.0%
-409.3%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.0% | -0.1% | -2.5% |
| 7D | +0.1% | -2.0% | +2.1% | +0.5% |
| 30D | -3.2% | -4.9% | +1.6% | -2.3% |
| 3M | +11.5% | -2.3% | +13.8% | +11.8% |
| 6M | +22.9% | -23.7% | +46.6% | +29.0% |
| YTD | -6.8% | -38.5% | +31.7% | +1.8% |
| 1Y | -12.6% | -36.5% | +23.8% | -5.2% |
| 3Y | -49.6% | -28.5% | -21.1% | -47.2% |
| 5Y | +0.6% | -37.4% | +37.9% | +6.8% |
| 10Y | +148.3% | +34.0% | +114.2% | +118.5% |
| All | +3,284.6% | +3,694.0% | -409.3% | +1,827.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling