+33,769.1%
NVO vs USB
+8,537.0%
+25,232.2%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.7% | -1.9% |
| 7D | +2.2% | +1.4% | +0.7% | +1.9% |
| 30D | +6.0% | -1.3% | +7.3% | +6.2% |
| 3M | +7.9% | +15.2% | -7.4% | +5.3% |
| 6M | +27.1% | +18.8% | +8.3% | +23.4% |
| YTD | -3.8% | +21.0% | -24.9% | -6.8% |
| 1Y | -12.8% | +34.0% | -46.9% | -17.0% |
| 3Y | -46.3% | +95.3% | -141.6% | -52.3% |
| 5Y | +3.6% | +40.4% | -36.8% | -4.4% |
| 10Y | +157.0% | +107.3% | +49.7% | +115.2% |
| All | +33,769.1% | +8,537.0% | +25,232.2% | +17,793.9% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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