+8,598.6%
WFC vs NVO
+32,205.3%
-23,606.7%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.3% | +3.3% | +2.2% |
| 7D | +0.4% | -4.7% | +5.2% | +1.5% |
| 30D | +2.5% | -5.4% | +7.9% | +3.7% |
| 3M | +10.0% | +7.0% | +3.0% | +7.8% |
| 6M | +15.1% | +17.6% | -2.5% | +10.0% |
| YTD | -2.2% | -8.0% | +5.8% | -2.3% |
| 1Y | +13.5% | -13.8% | +27.3% | +14.4% |
| 3Y | +135.2% | -50.3% | +185.5% | +157.1% |
| 5Y | +128.3% | +0.7% | +127.7% | +102.9% |
| 10Y | +142.4% | +155.6% | -13.2% | +64.2% |
| All | +8,598.6% | +32,205.3% | -23,606.7% | +1,939.0% |
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