-52.9%
NVO vs KHC
-12.1%
-40.8%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.9% | -3.0% | -2.2% |
| 7D | -7.6% | -1.0% | -6.6% | -7.5% |
| 30D | -6.0% | +1.9% | -7.9% | -6.2% |
| 3M | -0.8% | +3.2% | -4.0% | -1.1% |
| 6M | +16.5% | +10.0% | +6.5% | +15.3% |
| YTD | -11.1% | +6.7% | -17.8% | -11.9% |
| 1Y | -16.7% | -0.9% | -15.8% | -16.4% |
| 3Y | -52.9% | -13.6% | -39.4% | -54.7% |
| All | -52.9% | -12.1% | -40.8% | -54.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KHC.
Daily Out/Under-Performance
Portfolio return minus KHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KHC 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 3y: compounded portfolio wealth divided by compounded KHC 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…
3y analysis · Full analysis span regression · 6 months rolling