+43.4%
SMH vs NVO
-7.7%
+51.1%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +5.0% | -7.7% | -3.0% |
| 7D | -11.2% | +10.2% | -21.3% | -11.6% |
| 30D | -20.4% | +12.4% | -32.8% | -21.0% |
| 3M | -12.4% | -3.5% | -8.9% | -12.2% |
| 6M | -0.5% | -3.8% | +3.3% | -1.3% |
| YTD | +40.0% | -13.0% | +53.0% | +37.0% |
| 1Y | +43.4% | -8.2% | +51.6% | +39.2% |
| All | +43.4% | -7.7% | +51.1% | +39.2% |
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