-52.9%
NVO vs TRV
+146.6%
-199.5%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.1% | -4.2% | -2.2% |
| 7D | -7.6% | +1.9% | -9.5% | -7.7% |
| 30D | -6.0% | +1.7% | -7.7% | -6.1% |
| 3M | -0.8% | +23.9% | -24.7% | -1.7% |
| 6M | +16.5% | +26.3% | -9.8% | +15.2% |
| YTD | -11.1% | +30.8% | -41.9% | -12.3% |
| 1Y | -16.7% | +36.3% | -53.0% | -18.1% |
| 3Y | -52.9% | +145.0% | -197.9% | -58.7% |
| All | -52.9% | +146.6% | -199.5% | -58.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 TRV 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