+1,817.6%
SMH vs NVO
+143.1%
+1,674.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.1% | +3.6% | +2.1% |
| 7D | +0.3% | -7.6% | +7.8% | +2.4% |
| 30D | -2.8% | -6.0% | +3.2% | -1.3% |
| 3M | -6.7% | -0.8% | -5.9% | -7.6% |
| 6M | +41.8% | +16.5% | +25.3% | +33.4% |
| YTD | +57.9% | -11.1% | +69.0% | +58.3% |
| 1Y | +87.6% | -16.7% | +104.4% | +91.1% |
| 3Y | +282.9% | -52.9% | +335.9% | +347.4% |
| 5Y | +330.4% | -3.0% | +333.4% | +259.8% |
| All | +1,817.6% | +143.1% | +1,674.5% | +1,045.1% |
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