+32,286.5%
NVO vs SMTC
+69,847.7%
-37,561.3%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.8% | -2.1% | -1.4% |
| 7D | -4.7% | +22.5% | -27.2% | -6.0% |
| 30D | -5.4% | +24.9% | -30.3% | -7.0% |
| 3M | +7.0% | +4.1% | +2.9% | +5.8% |
| 6M | +17.6% | +92.6% | -74.9% | +11.4% |
| YTD | -8.0% | +122.5% | -130.5% | -13.8% |
| 1Y | -13.8% | +166.2% | -180.1% | -20.3% |
| 3Y | -50.3% | +577.2% | -627.4% | -57.8% |
| 5Y | +0.7% | +119.0% | -118.3% | -9.9% |
| 10Y | +155.6% | +527.9% | -372.3% | +112.2% |
| All | +32,286.5% | +69,847.7% | -37,561.3% | +23,006.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling