-12.7%
NVO vs MOH
+43.5%
-56.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -4.3% | -0.1% | -4.6% |
| 7D | +3.0% | +8.9% | -5.9% | +3.5% |
| 30D | +7.4% | +11.0% | -3.6% | +8.1% |
| 3M | -8.3% | +11.0% | -19.4% | -7.5% |
| 6M | -9.0% | +12.7% | -21.8% | -7.8% |
| YTD | -16.8% | +24.8% | -41.7% | -14.9% |
| 1Y | -12.7% | +44.7% | -57.4% | -11.6% |
| All | -12.7% | +43.5% | -56.1% | -11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 MOH 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