-3.1%
NVO vs WPM
+263.6%
-266.7%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.1% | -4.2% | -2.5% |
| 7D | -7.6% | -0.6% | -7.0% | -7.5% |
| 30D | -6.0% | +14.4% | -20.4% | -8.2% |
| 3M | -0.8% | +37.0% | -37.8% | -6.2% |
| 6M | +16.5% | +4.1% | +12.3% | +14.8% |
| YTD | -11.1% | +31.7% | -42.8% | -16.8% |
| 1Y | -16.7% | +44.2% | -60.9% | -23.5% |
| 3Y | -52.9% | +265.5% | -318.4% | -63.9% |
| All | -3.1% | +263.6% | -266.7% | -26.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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