+32,286.5%
NVO vs MTB
+8,229.7%
+24,056.8%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.1% | -1.3% |
| 7D | -4.7% | +1.1% | -5.8% | -4.9% |
| 30D | -5.4% | -4.6% | -0.8% | -4.7% |
| 3M | +7.0% | +6.3% | +0.7% | +5.8% |
| 6M | +17.6% | +15.6% | +2.0% | +14.6% |
| YTD | -8.0% | +20.6% | -28.6% | -11.1% |
| 1Y | -13.8% | +22.5% | -36.4% | -17.0% |
| 3Y | -50.3% | +114.4% | -164.7% | -57.0% |
| 5Y | +0.7% | +101.9% | -101.2% | -14.0% |
| 10Y | +155.6% | +170.4% | -14.8% | +93.8% |
| All | +32,286.5% | +8,229.7% | +24,056.8% | +13,024.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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