-3.1%
NVO vs SMTC
+122.8%
-125.9%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +5.1% | -7.2% | -2.5% |
| 7D | -7.6% | +13.1% | -20.7% | -8.6% |
| 30D | -6.0% | +19.5% | -25.4% | -7.7% |
| 3M | -0.8% | +2.2% | -3.0% | -1.9% |
| 6M | +16.5% | +94.9% | -78.4% | +6.8% |
| YTD | -11.1% | +127.0% | -138.1% | -19.9% |
| 1Y | -16.7% | +174.6% | -191.3% | -26.7% |
| 3Y | -52.9% | +615.9% | -668.8% | -64.5% |
| All | -3.1% | +122.8% | -125.9% | -10.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling