+84.5%
AAPL vs NVS
+54.6%
+30.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | 0.0% | +3.6% | +3.6% |
| 7D | -0.5% | -15.7% | +15.2% | +2.8% |
| 30D | +7.1% | -11.1% | +18.2% | +9.3% |
| 3M | +12.1% | -7.2% | +19.3% | +13.4% |
| 6M | +25.4% | -12.3% | +37.8% | +28.2% |
| YTD | +20.5% | +2.8% | +17.7% | +19.6% |
| 1Y | +44.5% | +11.9% | +32.6% | +41.0% |
| All | +84.5% | +54.6% | +30.0% | +70.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 NVS 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