+78.0%
V vs NVO
-54.3%
+132.3%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.4% | -1.1% | +1.0% |
| 7D | +0.9% | +3.3% | -2.4% | +0.6% |
| 30D | +9.0% | +9.2% | -0.2% | +8.0% |
| 3M | +16.7% | -9.8% | +26.5% | +17.8% |
| 6M | +33.4% | -10.4% | +43.9% | +34.5% |
| YTD | +22.4% | -14.1% | +36.4% | +23.1% |
| 1Y | +27.7% | -11.1% | +38.8% | +28.0% |
| 3Y | +78.0% | -54.9% | +132.9% | +82.2% |
| All | +78.0% | -54.3% | +132.3% | +82.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling