+33,769.1%
NVO vs WM
+26,336.4%
+7,432.8%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.2% | -0.7% | -1.8% |
| 7D | +2.2% | -0.3% | +2.5% | +2.2% |
| 30D | +6.0% | -2.4% | +8.4% | +6.3% |
| 3M | +7.9% | +0.4% | +7.5% | +7.8% |
| 6M | +27.1% | -9.5% | +36.6% | +28.5% |
| YTD | -3.8% | +0.5% | -4.3% | -4.1% |
| 1Y | -12.8% | -1.1% | -11.8% | -12.9% |
| 3Y | -46.3% | +46.0% | -92.3% | -49.0% |
| 5Y | +3.6% | +51.8% | -48.2% | -2.2% |
| 10Y | +157.0% | +307.5% | -150.5% | +117.3% |
| All | +33,769.1% | +26,336.4% | +7,432.8% | +24,259.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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