+14,183.4%
TER vs NVO
+33,684.3%
-19,500.8%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.9% | +7.4% | +6.1% |
| 7D | +0.6% | +2.2% | -1.6% | -0.1% |
| 30D | -8.3% | +6.0% | -14.3% | -10.2% |
| 3M | -12.2% | +7.9% | -20.1% | -15.7% |
| 6M | +17.1% | +27.1% | -10.0% | +6.9% |
| YTD | +84.7% | -3.8% | +88.5% | +80.1% |
| 1Y | +199.9% | -12.8% | +212.8% | +200.3% |
| 3Y | +232.8% | -46.3% | +279.1% | +271.4% |
| 5Y | +198.6% | +3.6% | +195.0% | +157.2% |
| 10Y | +1,669.7% | +157.0% | +1,512.7% | +997.8% |
| All | +14,183.4% | +33,684.3% | -19,500.8% | +2,046.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling