+32,722.5%
NVO vs MSI
+3,990.4%
+28,732.1%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.1% | -2.0% | -2.9% |
| 7D | +0.1% | -5.8% | +5.8% | +0.9% |
| 30D | -3.2% | -1.0% | -2.2% | -3.1% |
| 3M | +11.5% | +14.2% | -2.7% | +9.3% |
| 6M | +22.9% | +1.0% | +21.8% | +22.3% |
| YTD | -6.8% | +21.5% | -28.3% | -9.8% |
| 1Y | -12.6% | -2.1% | -10.5% | -12.8% |
| 3Y | -49.6% | +69.3% | -118.9% | -53.8% |
| 5Y | +0.6% | +99.3% | -98.7% | -10.2% |
| 10Y | +148.3% | +595.0% | -446.8% | +84.5% |
| All | +32,722.5% | +3,990.4% | +28,732.1% | +18,162.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 all: compounded portfolio wealth divided by compounded MSI 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…
all analysis · Full analysis span regression · 6 months rolling