+136.0%
NVO vs MMM
+55.8%
+80.2%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.3% | -3.4% | -2.4% |
| 7D | -7.6% | -2.1% | -5.4% | -7.2% |
| 30D | -6.0% | -9.8% | +3.9% | -4.1% |
| 3M | -0.8% | +4.9% | -5.7% | -1.8% |
| 6M | +16.5% | +7.3% | +9.1% | +14.6% |
| YTD | -11.1% | +4.5% | -15.6% | -12.2% |
| 1Y | -16.7% | +5.4% | -22.1% | -18.0% |
| 3Y | -52.9% | +98.6% | -151.5% | -59.3% |
| 5Y | -3.0% | +27.4% | -30.3% | -7.7% |
| All | +136.0% | +55.8% | +80.2% | +107.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MMM.
Daily Out/Under-Performance
Portfolio return minus MMM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MMM 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 MMM 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