+31,886.7%
NVO vs XEL
+1,926.0%
+29,960.7%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.2% | -1.0% |
| 7D | -7.4% | -1.2% | -6.1% | -7.1% |
| 30D | -5.5% | -2.9% | -2.6% | -4.9% |
| 3M | +4.1% | -2.7% | +6.8% | +4.8% |
| 6M | +19.3% | -6.5% | +25.9% | +21.1% |
| YTD | -9.2% | +3.6% | -12.8% | -10.4% |
| 1Y | -15.0% | +7.5% | -22.5% | -17.0% |
| 3Y | -50.9% | +46.3% | -97.2% | -56.1% |
| 5Y | -0.9% | +30.5% | -31.4% | -9.7% |
| 10Y | +152.4% | +151.4% | +1.0% | +91.8% |
| All | +31,886.7% | +1,926.0% | +29,960.7% | +12,823.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling