+7,016.1%
NVO vs LII
+3,124.4%
+3,891.7%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.2% | -3.1% | -2.1% |
| 7D | +2.2% | -0.7% | +2.9% | +2.3% |
| 30D | +6.0% | -12.6% | +18.6% | +8.6% |
| 3M | +7.9% | -24.4% | +32.3% | +12.7% |
| 6M | +27.1% | -28.7% | +55.8% | +33.6% |
| YTD | -3.8% | -19.1% | +15.3% | -1.5% |
| 1Y | -12.8% | -29.7% | +16.9% | -8.4% |
| 3Y | -46.3% | +4.8% | -51.1% | -48.4% |
| 5Y | +3.6% | +24.6% | -21.0% | -5.2% |
| 10Y | +157.0% | +169.2% | -12.2% | +98.2% |
| All | +7,016.1% | +3,124.4% | +3,891.7% | +3,349.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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