-8.2%
NVO vs LTH
+84.0%
-92.3%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +6.3% | -1.4% | +2.9% |
| 7D | +10.2% | +9.9% | +0.3% | +6.8% |
| 30D | +12.4% | +18.3% | -5.9% | +6.3% |
| 3M | -3.5% | +5.9% | -9.5% | -5.7% |
| 6M | -3.8% | +80.3% | -84.1% | -25.3% |
| YTD | -13.0% | +78.3% | -91.3% | -30.0% |
| 1Y | -8.2% | +81.0% | -89.2% | -27.1% |
| All | -8.2% | +84.0% | -92.3% | -27.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 LTH 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