+223.9%
NXPI vs NVO
+143.1%
+80.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -2.1% | +6.6% | +5.0% |
| 7D | +3.9% | -7.6% | +11.4% | +5.8% |
| 30D | +1.4% | -6.0% | +7.3% | +2.8% |
| 3M | -21.5% | -0.8% | -20.8% | -21.9% |
| 6M | +19.4% | +16.5% | +2.9% | +13.7% |
| YTD | +9.9% | -11.1% | +21.1% | +10.7% |
| 1Y | +7.9% | -16.7% | +24.6% | +10.0% |
| 3Y | +22.7% | -52.9% | +75.6% | +40.0% |
| 5Y | +22.1% | -3.0% | +25.0% | +6.5% |
| All | +223.9% | +143.1% | +80.8% | +79.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NVO.
Daily Out/Under-Performance
Portfolio return minus NVO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVO 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 NVO 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