+28.4%
RTX vs NVO
-12.6%
+41.0%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.9% | +1.3% | -0.5% |
| 7D | -5.2% | +2.2% | -7.3% | -5.3% |
| 30D | -9.4% | +6.0% | -15.4% | -9.9% |
| 3M | +12.3% | +7.9% | +4.4% | +11.3% |
| 6M | -3.1% | +27.1% | -30.2% | -5.1% |
| YTD | +10.7% | -3.8% | +14.5% | +9.3% |
| 1Y | +28.4% | -12.8% | +41.3% | +27.7% |
| All | +28.4% | -12.6% | +41.0% | +27.7% |
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