-3.1%
NVO vs SHW
+11.4%
-14.5%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.8% | -4.0% | -2.6% |
| 7D | -7.6% | -3.1% | -4.5% | -6.8% |
| 30D | -6.0% | -10.0% | +4.1% | -3.3% |
| 3M | -0.8% | +2.3% | -3.0% | -1.6% |
| 6M | +16.5% | +0.7% | +15.8% | +15.7% |
| YTD | -11.1% | +0.5% | -11.6% | -12.0% |
| 1Y | -16.7% | -11.5% | -5.2% | -14.7% |
| 3Y | -52.9% | +21.3% | -74.2% | -55.8% |
| All | -3.1% | +11.4% | -14.5% | +0.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling