-17.7%
NVO vs WMB
+200.5%
-218.3%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.5% | +2.9% | +2.4% |
| 7D | +3.3% | +7.8% | -4.5% | +2.8% |
| 30D | +9.2% | -5.1% | +14.3% | +9.4% |
| 3M | -9.8% | -4.7% | -5.0% | -9.7% |
| 6M | -10.4% | -7.4% | -3.0% | -10.2% |
| YTD | -14.1% | +17.5% | -31.6% | -16.3% |
| 1Y | -11.1% | +19.5% | -30.6% | -13.6% |
| 3Y | -54.9% | +121.3% | -176.2% | -59.9% |
| All | -17.7% | +200.5% | -218.3% | -32.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 WMB 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