+279.2%
RTX vs NVO
+143.1%
+136.1%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.1% | +1.9% | +0.1% |
| 7D | -1.5% | -7.6% | +6.0% | -0.4% |
| 30D | -11.0% | -6.0% | -5.0% | -10.2% |
| 3M | +7.7% | -0.8% | +8.4% | +7.5% |
| 6M | -3.9% | +16.5% | -20.4% | -6.4% |
| YTD | +9.0% | -11.1% | +20.1% | +9.4% |
| 1Y | +27.3% | -16.7% | +44.0% | +28.6% |
| 3Y | +172.9% | -52.9% | +225.8% | +191.0% |
| 5Y | +165.2% | -3.0% | +168.1% | +131.0% |
| All | +279.2% | +143.1% | +136.1% | +170.8% |
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 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