+165.8%
RTX vs NVO
-1.1%
+166.9%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.2% | +1.5% | +0.4% |
| 7D | -2.0% | -7.4% | +5.4% | -1.3% |
| 30D | -11.2% | -5.5% | -5.7% | -10.8% |
| 3M | +12.0% | +4.1% | +7.9% | +11.5% |
| 6M | -3.6% | +19.3% | -22.9% | -5.3% |
| YTD | +9.2% | -9.2% | +18.4% | +9.2% |
| 1Y | +29.7% | -15.0% | +44.7% | +30.3% |
| 3Y | +152.0% | -50.9% | +202.8% | +157.4% |
| 5Y | +165.8% | -0.9% | +166.6% | +132.7% |
| All | +165.8% | -1.1% | +166.9% | +132.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling