+113.2%
WDC vs NVO
-7.7%
+120.9%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +5.0% | -11.7% | -6.3% |
| 7D | -18.3% | +10.2% | -28.5% | -17.7% |
| 30D | -26.7% | +12.4% | -39.0% | -26.0% |
| 3M | -40.9% | -3.5% | -37.4% | -40.9% |
| 6M | -26.8% | -3.8% | -23.0% | -27.9% |
| YTD | +88.2% | -13.0% | +101.1% | +70.3% |
| 1Y | +113.2% | -8.2% | +121.4% | +89.3% |
| All | +113.2% | -7.7% | +120.9% | +89.3% |
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