+31,886.7%
NVO vs HRB
+3,063.3%
+28,823.4%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.7% | -1.2% |
| 7D | -7.4% | -12.2% | +4.8% | -5.7% |
| 30D | -5.5% | -3.0% | -2.5% | -5.4% |
| 3M | +4.1% | +21.7% | -17.6% | +0.8% |
| 6M | +19.3% | +52.3% | -33.0% | +11.2% |
| YTD | -9.2% | +6.5% | -15.7% | -11.0% |
| 1Y | -15.0% | -6.7% | -8.3% | -15.2% |
| 3Y | -50.9% | +25.1% | -76.0% | -53.4% |
| 5Y | -0.9% | +113.8% | -114.6% | -14.0% |
| 10Y | +152.4% | +204.8% | -52.4% | +98.7% |
| All | +31,886.7% | +3,063.3% | +28,823.4% | +17,548.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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