+6.2%
ABNB vs NVS
+92.9%
-86.8%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.2% | +1.7% | +1.6% |
| 7D | -6.5% | -14.3% | +7.8% | -3.1% |
| 30D | -5.5% | -10.0% | +4.5% | -3.3% |
| 3M | +30.0% | -10.9% | +40.9% | +33.4% |
| 6M | +27.6% | -12.0% | +39.6% | +31.2% |
| YTD | +25.4% | +2.5% | +22.9% | +24.2% |
| 1Y | +38.3% | +10.7% | +27.6% | +34.3% |
| 3Y | +15.5% | +53.3% | -37.8% | +0.6% |
| All | +6.2% | +92.9% | -86.8% | -15.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling