+7,788.2%
SHOP vs NVO
+107.1%
+7,681.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -3.1% | -4.5% | -6.5% |
| 7D | -4.1% | +0.1% | -4.2% | -4.1% |
| 30D | -11.5% | -3.2% | -8.3% | -10.4% |
| 3M | +21.1% | +11.5% | +9.6% | +16.0% |
| 6M | +3.0% | +22.9% | -19.9% | -4.9% |
| YTD | -16.7% | -6.8% | -9.9% | -15.9% |
| 1Y | -8.3% | -12.6% | +4.4% | -5.7% |
| 3Y | +112.8% | -49.6% | +162.4% | +147.4% |
| 5Y | -9.3% | +0.6% | -9.8% | -28.8% |
| 10Y | +3,003.4% | +148.3% | +2,855.2% | +1,501.4% |
| All | +7,788.2% | +107.1% | +7,681.1% | +4,352.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling