+136.0%
NVO vs MRSH
+218.8%
-82.8%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.2% | -1.9% | -2.1% |
| 7D | -7.6% | -4.8% | -2.8% | -5.9% |
| 30D | -6.0% | -6.3% | +0.4% | -3.7% |
| 3M | -0.8% | +5.8% | -6.6% | -2.8% |
| 6M | +16.5% | +2.8% | +13.7% | +14.7% |
| YTD | -11.1% | -3.1% | -8.0% | -10.8% |
| 1Y | -16.7% | -11.3% | -5.5% | -13.9% |
| 3Y | -52.9% | -5.0% | -47.9% | -52.4% |
| 5Y | -3.0% | +19.2% | -22.2% | -10.8% |
| All | +136.0% | +218.8% | -82.8% | +75.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MRSH.
Daily Out/Under-Performance
Portfolio return minus MRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRSH 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 MRSH 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