+14.7%
RTX vs NVO
-7.7%
+22.3%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +5.0% | -7.6% | -3.0% |
| 7D | +1.3% | +10.2% | -8.8% | +0.5% |
| 30D | +7.6% | +12.4% | -4.7% | +6.6% |
| 3M | -8.6% | -3.5% | -5.1% | -8.5% |
| 6M | +15.6% | -3.8% | +19.4% | +15.7% |
| YTD | +9.4% | -13.0% | +22.3% | +8.5% |
| 1Y | +14.7% | -8.2% | +22.9% | +13.3% |
| All | +14.7% | -7.7% | +22.3% | +13.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling