+31,203.5%
NVO vs WY
+655.2%
+30,548.3%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.3% | -2.5% | -2.2% |
| 7D | -7.6% | -4.2% | -3.4% | -6.8% |
| 30D | -6.0% | -10.1% | +4.1% | -4.0% |
| 3M | -0.8% | -8.5% | +7.7% | +0.6% |
| 6M | +16.5% | -3.3% | +19.8% | +16.7% |
| YTD | -11.1% | -4.4% | -6.7% | -10.9% |
| 1Y | -16.7% | -11.5% | -5.2% | -15.3% |
| 3Y | -52.9% | -24.3% | -28.6% | -51.1% |
| 5Y | -3.0% | -21.3% | +18.3% | -0.7% |
| 10Y | +147.1% | +7.0% | +140.1% | +126.6% |
| All | +31,203.5% | +655.2% | +30,548.3% | +18,995.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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