+5,518.6%
ADI vs NVS
+1,078.6%
+4,440.0%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -13.9% | +14.2% | +6.6% |
| 7D | +2.4% | -14.6% | +17.1% | +9.3% |
| 30D | -6.6% | -11.9% | +5.3% | -2.1% |
| 3M | -9.8% | -6.0% | -3.8% | -8.8% |
| 6M | +15.7% | -11.4% | +27.1% | +20.1% |
| YTD | +35.1% | +2.9% | +32.2% | +30.6% |
| 1Y | +47.7% | +10.2% | +37.5% | +38.0% |
| 3Y | +114.5% | +55.3% | +59.1% | +67.6% |
| 5Y | +141.2% | +89.6% | +51.6% | +68.9% |
| 10Y | +611.3% | +176.1% | +435.3% | +317.3% |
| All | +5,518.6% | +1,078.6% | +4,440.0% | +1,697.9% |
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