-8.2%
NVO vs SHW
+7.3%
-15.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +6.6% | -1.7% | +2.8% |
| 7D | +10.2% | +13.3% | -3.2% | +6.0% |
| 30D | +12.4% | +14.1% | -1.8% | +7.9% |
| 3M | -3.5% | +0.8% | -4.3% | -4.1% |
| 6M | -3.8% | +17.6% | -21.4% | -8.9% |
| YTD | -13.0% | +13.0% | -25.9% | -21.9% |
| 1Y | -8.2% | +7.0% | -15.2% | -14.2% |
| All | -8.2% | +7.3% | -15.5% | -14.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SHW.
Daily Out/Under-Performance
Portfolio return minus SHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHW 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 SHW 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