+199.9%
TER vs NVO
-12.6%
+212.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.9% | +7.4% | +5.6% |
| 7D | +0.6% | +2.2% | -1.6% | +0.5% |
| 30D | -8.3% | +6.0% | -14.3% | -8.7% |
| 3M | -12.2% | +7.9% | -20.1% | -14.3% |
| 6M | +17.1% | +27.1% | -10.0% | +11.0% |
| YTD | +84.7% | -3.8% | +88.5% | +67.6% |
| 1Y | +199.9% | -12.8% | +212.8% | +192.4% |
| All | +199.9% | -12.6% | +212.5% | +192.4% |
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