+111.9%
NVO vs SPOT
+216.9%
-105.0%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.8% | -2.9% | -2.2% |
| 7D | -7.6% | -3.1% | -4.5% | -7.2% |
| 30D | -6.0% | +7.4% | -13.4% | -6.9% |
| 3M | -0.8% | +8.2% | -9.0% | -1.9% |
| 6M | +16.5% | +2.2% | +14.2% | +15.5% |
| YTD | -11.1% | -9.5% | -1.7% | -10.6% |
| 1Y | -16.7% | -23.8% | +7.1% | -14.3% |
| 3Y | -52.9% | +233.5% | -286.4% | -59.1% |
| 5Y | -3.0% | +112.2% | -115.2% | -14.4% |
| All | +111.9% | +216.9% | -105.0% | +72.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 10y: compounded portfolio wealth divided by compounded SPOT 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…
10y analysis · Full analysis span regression · 6 months rolling