+136.0%
NVO vs XEL
+151.6%
-15.6%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.1% | -2.3% | -2.2% |
| 7D | -7.6% | -0.3% | -7.3% | -7.5% |
| 30D | -6.0% | -3.9% | -2.0% | -5.1% |
| 3M | -0.8% | -2.8% | +2.0% | -0.2% |
| 6M | +16.5% | -5.4% | +21.8% | +17.8% |
| YTD | -11.1% | +3.8% | -14.9% | -12.3% |
| 1Y | -16.7% | +6.8% | -23.6% | -18.5% |
| 3Y | -52.9% | +45.6% | -98.5% | -57.9% |
| 5Y | -3.0% | +30.7% | -33.7% | -11.8% |
| All | +136.0% | +151.6% | -15.6% | +97.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 10y: compounded portfolio wealth divided by compounded XEL 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…
10y analysis · Full analysis span regression · 6 months rolling