+141.2%
NVO vs RACE
+832.2%
-691.1%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.6% | -2.8% | -1.6% |
| 7D | -7.4% | -2.2% | -5.1% | -6.8% |
| 30D | -5.5% | -0.4% | -5.1% | -5.4% |
| 3M | +4.1% | +17.9% | -13.8% | -0.5% |
| 6M | +19.3% | +19.3% | +0.1% | +13.3% |
| YTD | -9.2% | +11.9% | -21.0% | -12.5% |
| 1Y | -15.0% | -12.7% | -2.3% | -13.0% |
| 3Y | -50.9% | +41.1% | -92.0% | -56.3% |
| 5Y | -0.9% | +94.1% | -94.9% | -20.4% |
| All | +141.2% | +832.2% | -691.1% | +51.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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