+31,203.5%
NVO vs TROW
+13,984.0%
+17,219.5%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.2% | -1.0% | -1.9% |
| 7D | -7.6% | -3.2% | -4.4% | -7.0% |
| 30D | -6.0% | -4.6% | -1.4% | -5.2% |
| 3M | -0.8% | -0.7% | -0.1% | -0.6% |
| 6M | +16.5% | +22.2% | -5.8% | +12.6% |
| YTD | -11.1% | +6.6% | -17.8% | -11.9% |
| 1Y | -16.7% | +5.8% | -22.6% | -17.4% |
| 3Y | -52.9% | +11.6% | -64.5% | -54.1% |
| 5Y | -3.0% | -38.9% | +36.0% | +2.7% |
| 10Y | +147.1% | +128.5% | +18.5% | +107.7% |
| All | +31,203.5% | +13,984.0% | +17,219.5% | +18,784.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling