-0.9%
NVO vs PWR
+440.5%
-441.3%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.3% | +0.1% | -1.0% |
| 7D | -7.4% | -0.2% | -7.2% | -7.3% |
| 30D | -5.5% | -7.7% | +2.2% | -4.2% |
| 3M | +4.1% | -4.9% | +9.0% | +4.0% |
| 6M | +19.3% | +9.7% | +9.6% | +14.4% |
| YTD | -9.2% | +46.7% | -55.9% | -19.2% |
| 1Y | -15.0% | +58.7% | -73.7% | -25.9% |
| 3Y | -50.9% | +200.7% | -251.6% | -64.6% |
| 5Y | -0.9% | +438.6% | -439.4% | -41.1% |
| All | -0.9% | +440.5% | -441.3% | -41.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 5y: compounded portfolio wealth divided by compounded PWR 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…
5y analysis · Full analysis span regression · 6 months rolling