-8.2%
NVO vs SMTC
+70.8%
-79.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -12.9% | +17.9% | +4.7% |
| 7D | +10.2% | -24.5% | +34.7% | +9.9% |
| 30D | +12.4% | -42.5% | +54.8% | +12.4% |
| 3M | -3.5% | -14.1% | +10.6% | -4.2% |
| 6M | -3.8% | +3.6% | -7.4% | -8.3% |
| YTD | -13.0% | +50.6% | -63.5% | -19.4% |
| 1Y | -8.2% | +72.2% | -80.5% | -13.4% |
| All | -8.2% | +70.8% | -79.1% | -13.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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