-8.2%
NVO vs IVZ
+30.5%
-38.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +4.2% | +0.8% | +3.5% |
| 7D | +10.2% | +2.6% | +7.5% | +9.1% |
| 30D | +12.4% | -3.5% | +15.8% | +13.6% |
| 3M | -3.5% | -7.4% | +3.9% | -1.3% |
| 6M | -3.8% | +14.7% | -18.5% | -11.7% |
| YTD | -13.0% | +14.6% | -27.6% | -19.1% |
| 1Y | -8.2% | +30.7% | -38.9% | -19.1% |
| All | -8.2% | +30.5% | -38.8% | -19.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 1y: compounded portfolio wealth divided by compounded IVZ 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…
1y analysis · Full analysis span regression · 6 months rolling