-12.8%
NVO vs SHAK
-34.0%
+21.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.1% | -2.1% | -1.9% |
| 7D | +2.2% | -0.7% | +2.9% | +2.2% |
| 30D | +6.0% | -6.6% | +12.6% | +6.7% |
| 3M | +7.9% | +30.1% | -22.2% | +3.7% |
| 6M | +27.1% | -28.7% | +55.8% | +31.0% |
| YTD | -3.8% | -14.5% | +10.7% | -4.1% |
| 1Y | -12.8% | -31.9% | +19.0% | -11.6% |
| All | -12.8% | -34.0% | +21.2% | -11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SHAK.
Daily Out/Under-Performance
Portfolio return minus SHAK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHAK 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 1y: compounded portfolio wealth divided by compounded SHAK 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…
1y analysis · Full analysis span regression · 6 months rolling