-21.8%
ACHR vs NVS
+54.6%
-76.4%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | -5.4% | -15.7% | +10.3% | -3.7% |
| 30D | -19.7% | -11.1% | -8.7% | -18.9% |
| 3M | +7.9% | -7.2% | +15.1% | +7.3% |
| 6M | -13.8% | -12.3% | -1.4% | -13.0% |
| YTD | -27.5% | +2.8% | -30.3% | -29.5% |
| 1Y | -33.9% | +11.9% | -45.9% | -37.0% |
| All | -21.8% | +54.6% | -76.4% | -31.2% |
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