+122.2%
NVO vs SPOT
+218.6%
-96.4%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.5% | -0.5% | -2.7% |
| 7D | +0.1% | -2.9% | +2.9% | +0.5% |
| 30D | -3.2% | +8.3% | -11.5% | -4.4% |
| 3M | +11.5% | +5.1% | +6.4% | +10.6% |
| 6M | +22.9% | -6.5% | +29.4% | +23.4% |
| YTD | -6.8% | -9.0% | +2.2% | -6.3% |
| 1Y | -12.6% | -26.4% | +13.8% | -9.7% |
| 3Y | -49.6% | +240.0% | -289.6% | -56.3% |
| 5Y | +0.6% | +111.7% | -111.1% | -11.3% |
| All | +122.2% | +218.6% | -96.4% | +80.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling