+49.0%
ADI vs NVS
+27.7%
+21.3%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.9% | +3.5% | +1.9% |
| 7D | +0.4% | +4.0% | -3.6% | -0.3% |
| 30D | -3.8% | +3.6% | -7.4% | -4.5% |
| 3M | -15.3% | +7.8% | -23.1% | -17.5% |
| 6M | +6.7% | -0.2% | +6.9% | +7.7% |
| YTD | +34.8% | +19.6% | +15.2% | +25.3% |
| 1Y | +49.0% | +28.4% | +20.7% | +34.3% |
| All | +49.0% | +27.7% | +21.3% | +34.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling