-8.2%
NVO vs SIMO
+94.5%
-102.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -9.6% | +14.5% | +4.7% |
| 7D | +10.2% | -16.9% | +27.0% | +9.7% |
| 30D | +12.4% | -35.4% | +47.7% | +11.6% |
| 3M | -3.5% | -31.9% | +28.3% | -3.9% |
| 6M | -3.8% | -19.3% | +15.6% | -5.3% |
| YTD | -13.0% | +98.5% | -111.4% | -20.7% |
| 1Y | -8.2% | +100.5% | -108.7% | -16.8% |
| All | -8.2% | +94.5% | -102.7% | -16.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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