-52.9%
NVO vs TROW
+11.3%
-64.2%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.2% | -1.0% | -1.6% |
| 7D | -7.6% | -3.2% | -4.4% | -6.3% |
| 30D | -6.0% | -4.6% | -1.4% | -4.1% |
| 3M | -0.8% | -0.7% | -0.1% | -0.3% |
| 6M | +16.5% | +22.2% | -5.8% | +7.9% |
| YTD | -11.1% | +6.6% | -17.8% | -13.1% |
| 1Y | -16.7% | +5.8% | -22.6% | -18.5% |
| 3Y | -52.9% | +11.6% | -64.5% | -55.4% |
| All | -52.9% | +11.3% | -64.2% | -55.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 3y: compounded portfolio wealth divided by compounded TROW 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…
3y analysis · Full analysis span regression · 6 months rolling