-0.9%
NVO vs URA
+121.8%
-122.7%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.0% | +2.7% | -0.5% |
| 7D | -7.4% | -1.5% | -5.8% | -7.2% |
| 30D | -5.5% | -0.4% | -5.1% | -5.5% |
| 3M | +4.1% | +6.3% | -2.1% | +2.5% |
| 6M | +19.3% | -14.0% | +33.3% | +21.3% |
| YTD | -9.2% | +5.3% | -14.5% | -11.4% |
| 1Y | -15.0% | +11.7% | -26.7% | -18.5% |
| 3Y | -50.9% | +109.8% | -160.7% | -59.6% |
| 5Y | -0.9% | +108.0% | -108.8% | -20.1% |
| All | -0.9% | +121.8% | -122.7% | -20.1% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 5y: compounded portfolio wealth divided by compounded URA 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…
5y analysis · Full analysis span regression · 6 months rolling