+18,420.3%
WDC vs NVO
+32,205.3%
-13,785.0%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.3% | +2.4% | +1.4% |
| 7D | +7.5% | -4.7% | +12.2% | +8.6% |
| 30D | +10.1% | -5.4% | +15.5% | +11.2% |
| 3M | -6.8% | +7.0% | -13.8% | -9.7% |
| 6M | +84.1% | +17.6% | +66.5% | +73.5% |
| YTD | +180.3% | -8.0% | +188.3% | +176.9% |
| 1Y | +411.1% | -13.8% | +424.9% | +411.8% |
| 3Y | +1,375.0% | -50.3% | +1,425.3% | +1,531.9% |
| 5Y | +991.6% | +0.7% | +990.9% | +875.0% |
| 10Y | +1,309.1% | +155.6% | +1,153.5% | +871.0% |
| All | +18,420.3% | +32,205.3% | -13,785.0% | +3,922.0% |
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