-8.2%
NVO vs IWD
+33.0%
-41.3%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +2.6% | +2.4% | +1.4% |
| 7D | +10.2% | +2.5% | +7.6% | +6.5% |
| 30D | +12.4% | +6.0% | +6.4% | +3.9% |
| 3M | -3.5% | +3.8% | -7.3% | -8.1% |
| 6M | -3.8% | +16.3% | -20.1% | -23.5% |
| YTD | -13.0% | +27.5% | -40.4% | -40.9% |
| 1Y | -8.2% | +32.8% | -41.0% | -41.9% |
| All | -8.2% | +33.0% | -41.3% | -41.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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