+99.1%
STM vs NVO
-15.7%
+114.7%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-11 to 2026-09-11.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.1% | +3.7% | +1.8% |
| 7D | -1.4% | -7.6% | +6.2% | -0.4% |
| 30D | -4.9% | -6.0% | +1.0% | -4.3% |
| 3M | -34.0% | -0.8% | -33.2% | -34.7% |
| 6M | +51.8% | +16.5% | +35.4% | +43.7% |
| YTD | +99.4% | -11.1% | +110.5% | +93.1% |
| 1Y | +99.1% | -16.7% | +115.8% | +104.6% |
| All | +99.1% | -15.7% | +114.7% | +104.6% |
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 2025-09-11 to 2026-09-11: 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…
2025-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling