+41.9%
NVO vs U
-41.4%
+83.2%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +4.5% | -6.6% | -2.5% |
| 7D | -7.6% | +5.5% | -13.1% | -8.0% |
| 30D | -6.0% | -1.3% | -4.7% | -5.9% |
| 3M | -0.8% | +64.6% | -65.4% | -4.4% |
| 6M | +16.5% | +119.4% | -102.9% | +9.8% |
| YTD | -11.1% | -0.5% | -10.6% | -12.8% |
| 1Y | -16.7% | +1.3% | -18.0% | -18.6% |
| 3Y | -52.9% | +15.6% | -68.5% | -55.5% |
| 5Y | -3.0% | -67.5% | +64.5% | -3.6% |
| All | +41.9% | -41.4% | +83.2% | +34.1% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 10y: compounded portfolio wealth divided by compounded U 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…
10y analysis · Full analysis span regression · 6 months rolling