+558.6%
QQQ vs NVO
+143.1%
+415.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.1% | +3.0% | +1.3% |
| 7D | -0.6% | -7.6% | +7.0% | +1.1% |
| 30D | -1.2% | -6.0% | +4.8% | 0.0% |
| 3M | -0.2% | -0.8% | +0.6% | -0.7% |
| 6M | +17.9% | +16.5% | +1.5% | +12.7% |
| YTD | +16.6% | -11.1% | +27.8% | +17.2% |
| 1Y | +23.0% | -16.7% | +39.7% | +24.9% |
| 3Y | +92.9% | -52.9% | +145.9% | +116.4% |
| 5Y | +95.6% | -3.0% | +98.6% | +64.0% |
| All | +558.6% | +143.1% | +415.5% | +315.2% |
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