+31,203.5%
NVO vs SHEL
+2,565.5%
+28,638.0%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.8% | -3.0% | -2.3% |
| 7D | -7.6% | +4.1% | -11.7% | -8.3% |
| 30D | -6.0% | +8.4% | -14.4% | -7.3% |
| 3M | -0.8% | +13.7% | -14.5% | -3.2% |
| 6M | +16.5% | +12.7% | +3.8% | +13.6% |
| YTD | -11.1% | +35.3% | -46.4% | -16.2% |
| 1Y | -16.7% | +39.4% | -56.1% | -22.0% |
| 3Y | -52.9% | +71.5% | -124.4% | -57.7% |
| 5Y | -3.0% | +195.0% | -198.0% | -22.0% |
| 10Y | +147.1% | +211.1% | -64.0% | +87.9% |
| All | +31,203.5% | +2,565.5% | +28,638.0% | +19,918.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SHEL.
Daily Out/Under-Performance
Portfolio return minus SHEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHEL 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 SHEL 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