+365.4%
STX vs NVO
-12.6%
+378.0%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.9% | +8.3% | +6.4% |
| 7D | +2.4% | +2.2% | +0.2% | +2.2% |
| 30D | +1.4% | +6.0% | -4.6% | +0.8% |
| 3M | -8.2% | +7.9% | -16.1% | -10.5% |
| 6M | +127.0% | +27.1% | +99.9% | +112.7% |
| YTD | +209.1% | -3.8% | +213.0% | +188.1% |
| 1Y | +365.4% | -12.8% | +378.3% | +365.1% |
| All | +365.4% | -12.6% | +378.0% | +365.1% |
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 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