+136.0%
NVO vs RVTY
+145.6%
-9.6%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.8% | -4.9% | -2.9% |
| 7D | -7.6% | -4.5% | -3.0% | -6.3% |
| 30D | -6.0% | +5.5% | -11.4% | -7.5% |
| 3M | -0.8% | +22.5% | -23.3% | -6.8% |
| 6M | +16.5% | +38.9% | -22.4% | +4.9% |
| YTD | -11.1% | +28.7% | -39.9% | -18.1% |
| 1Y | -16.7% | +45.5% | -62.2% | -25.9% |
| 3Y | -52.9% | +16.4% | -69.3% | -56.5% |
| 5Y | -3.0% | -32.7% | +29.8% | +3.1% |
| All | +136.0% | +145.6% | -9.6% | +66.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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