+24,937.0%
ORCL vs NVO
+29,406.9%
-4,469.9%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.6% | +0.1% | -1.1% |
| 7D | -6.5% | +1.3% | -7.8% | -6.8% |
| 30D | -16.6% | +5.3% | -21.9% | -17.8% |
| 3M | -21.6% | -13.6% | -8.0% | -19.0% |
| 6M | -39.4% | -10.5% | -28.8% | -38.4% |
| YTD | -38.7% | -16.0% | -22.6% | -37.0% |
| 1Y | -50.4% | -7.0% | -43.4% | -50.6% |
| 3Y | +8.1% | -56.1% | +64.2% | +25.2% |
| 5Y | +34.5% | -19.0% | +53.5% | +30.0% |
| 10Y | +246.0% | +203.7% | +42.4% | +132.1% |
| All | +24,937.0% | +29,406.9% | -4,469.9% | +4,561.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling