-44.8%
ACHR vs NVS
+87.7%
-132.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.2% | -5.5% | -5.6% |
| 7D | -2.7% | -15.4% | +12.7% | +1.1% |
| 30D | -12.1% | -12.3% | +0.2% | -9.7% |
| 3M | +3.4% | -7.8% | +11.2% | +3.8% |
| 6M | -15.6% | -13.0% | -2.7% | -13.6% |
| YTD | -26.9% | +2.8% | -29.6% | -29.4% |
| 1Y | -34.8% | +10.6% | -45.4% | -38.7% |
| 3Y | -19.2% | +55.1% | -74.3% | -34.7% |
| 5Y | -43.8% | +91.7% | -135.4% | -61.0% |
| All | -44.8% | +87.7% | -132.5% | -62.3% |
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