+1,099.6%
NVO vs SPXU
-100.0%
+1,199.6%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.8% | -3.1% | -0.8% |
| 7D | -7.4% | +6.4% | -13.7% | -6.0% |
| 30D | -5.5% | +5.9% | -11.5% | -4.1% |
| 3M | +4.1% | -11.7% | +15.8% | +1.4% |
| 6M | +19.3% | -28.7% | +48.0% | +11.5% |
| YTD | -9.2% | -26.4% | +17.2% | -13.8% |
| 1Y | -15.0% | -35.2% | +20.2% | -21.1% |
| 3Y | -50.9% | -79.8% | +28.9% | -62.5% |
| 5Y | -0.9% | -86.1% | +85.2% | -23.7% |
| 10Y | +152.4% | -99.5% | +252.0% | +5.4% |
| All | +1,099.6% | -100.0% | +1,199.6% | +136.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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