+20.6%
ABNB vs NVS
+88.5%
-67.9%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -13.9% | +9.9% | -1.4% |
| 7D | -4.4% | -14.6% | +10.2% | -1.5% |
| 30D | -2.0% | -11.9% | +9.9% | +0.3% |
| 3M | +29.8% | -6.0% | +35.8% | +31.4% |
| 6M | +31.0% | -11.4% | +42.4% | +33.8% |
| YTD | +28.6% | +2.9% | +25.7% | +27.9% |
| 1Y | +40.1% | +10.2% | +29.8% | +37.5% |
| 3Y | +19.7% | +55.3% | -35.6% | +8.9% |
| 5Y | +6.5% | +89.6% | -83.1% | -10.6% |
| All | +20.6% | +88.5% | -67.9% | -4.0% |
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