+210.3%
NVO vs LIN
+418.8%
-208.5%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | 0.0% | +0.6% |
| 7D | -2.6% | +0.3% | -2.9% | -2.7% |
| 30D | +6.5% | +8.0% | -1.5% | +3.5% |
| 3M | -11.8% | +7.7% | -19.5% | -14.2% |
| 6M | -10.3% | +5.1% | -15.4% | -12.0% |
| YTD | -15.2% | +24.7% | -39.9% | -22.3% |
| 1Y | -12.2% | +25.1% | -37.3% | -19.6% |
| 3Y | -55.7% | +36.8% | -92.6% | -60.9% |
| 5Y | -18.7% | +67.9% | -86.6% | -34.5% |
| 10Y | +210.3% | +427.2% | -216.9% | +73.1% |
| All | +210.3% | +418.8% | -208.5% | +73.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 10y: compounded portfolio wealth divided by compounded LIN 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…
10y analysis · Full analysis span regression · 6 months rolling