+113.1%
ADI vs NVS
+54.6%
+58.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | +1.3% | -15.7% | +17.0% | +4.6% |
| 30D | -6.0% | -11.1% | +5.1% | -4.3% |
| 3M | -7.7% | -7.2% | -0.5% | -7.6% |
| 6M | +14.0% | -12.3% | +26.3% | +16.2% |
| YTD | +34.4% | +2.8% | +31.6% | +30.6% |
| 1Y | +48.0% | +11.9% | +36.0% | +40.2% |
| All | +113.1% | +54.6% | +58.5% | +89.4% |
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