+31,886.7%
NVO vs NI
+5,096.4%
+26,790.3%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -1.1% |
| 7D | -7.4% | -0.6% | -6.8% | -7.2% |
| 30D | -5.5% | -1.4% | -4.1% | -5.2% |
| 3M | +4.1% | -10.6% | +14.7% | +7.1% |
| 6M | +19.3% | -9.9% | +29.2% | +22.4% |
| YTD | -9.2% | +1.2% | -10.3% | -9.7% |
| 1Y | -15.0% | +4.4% | -19.4% | -16.3% |
| 3Y | -50.9% | +68.6% | -119.5% | -57.9% |
| 5Y | -0.9% | +98.0% | -98.9% | -19.7% |
| 10Y | +152.4% | +143.6% | +8.8% | +86.9% |
| All | +31,886.7% | +5,096.4% | +26,790.3% | +10,436.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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