+1,712.5%
NVO vs WU
-22.3%
+1,734.7%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.5% | -1.1% |
| 7D | -4.7% | -4.9% | +0.2% | -3.6% |
| 30D | -5.4% | -1.3% | -4.2% | -5.2% |
| 3M | +7.0% | -3.6% | +10.5% | +7.2% |
| 6M | +17.6% | -24.3% | +41.9% | +24.3% |
| YTD | -8.0% | -21.1% | +13.0% | -4.0% |
| 1Y | -13.8% | -10.3% | -3.5% | -13.1% |
| 3Y | -50.3% | -28.4% | -21.9% | -47.7% |
| 5Y | +0.7% | -51.2% | +51.9% | +13.4% |
| 10Y | +155.6% | -39.6% | +195.2% | +161.6% |
| All | +1,712.5% | -22.3% | +1,734.7% | +1,466.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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