+7,101.9%
NVO vs WCC
+1,734.6%
+5,367.2%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.3% | 0.0% | -1.2% |
| 7D | -4.7% | +6.8% | -11.5% | -5.5% |
| 30D | -5.4% | -3.0% | -2.4% | -5.2% |
| 3M | +7.0% | +0.2% | +6.8% | +6.3% |
| 6M | +17.6% | +33.2% | -15.6% | +12.3% |
| YTD | -8.0% | +45.8% | -53.9% | -13.3% |
| 1Y | -13.8% | +68.4% | -82.2% | -20.4% |
| 3Y | -50.3% | +131.1% | -181.4% | -56.9% |
| 5Y | +0.7% | +225.6% | -225.0% | -18.4% |
| 10Y | +155.6% | +534.2% | -378.6% | +78.6% |
| All | +7,101.9% | +1,734.6% | +5,367.2% | +3,903.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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