+163,339.7%
AAPL vs NVS
+1,078.6%
+162,261.1%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -13.9% | +12.8% | +4.6% |
| 7D | -2.7% | -14.6% | +11.9% | +3.3% |
| 30D | +1.0% | -11.9% | +12.9% | +5.8% |
| 3M | +5.0% | -6.0% | +10.9% | +6.7% |
| 6M | +23.0% | -11.4% | +34.4% | +28.0% |
| YTD | +16.6% | +2.9% | +13.7% | +13.8% |
| 1Y | +33.4% | +10.2% | +23.2% | +26.0% |
| 3Y | +79.9% | +55.3% | +24.6% | +44.3% |
| 5Y | +109.0% | +89.6% | +19.4% | +51.8% |
| 10Y | +1,210.4% | +176.1% | +1,034.4% | +713.1% |
| All | +163,339.7% | +1,078.6% | +162,261.1% | +64,957.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling